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Phil Attebery
Portfolio Manager-Equities at Creative Planning LLC
Phil Attebery active positions
Companies | Position | Start | End |
---|---|---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 31/05/2016 | - |
Career history of Phil Attebery
Former positions of Phil Attebery
Companies | Position | Start | End |
---|---|---|---|
Gupta Wealth Management LLC
![]() Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Portfolio Manager-Equities | - | 04/04/2016 |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | 31/08/2006 | 29/09/2014 |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Corporate Officer/Principal | 30/09/2004 | 30/08/2006 |
Morgan Stanley DW, Inc.
![]() Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Corporate Officer/Principal | 31/08/2003 | 29/09/2004 |
Training of Phil Attebery
University of California San Diego | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Gupta Wealth Management LLC
![]() Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Finance |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Finance |
Morgan Stanley DW, Inc.
![]() Morgan Stanley DW, Inc. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley DW, Inc. is a broker/dealer. The company is based in Purchase, NY. | Finance |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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