Like us on Facebook Connect with us on Linked In. Rosado, a partner of the firm, will focus on the executional management and overall success of the company. PR Newswire June 24, Recently Viewed Your list is empty.
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Founder Advisorx Marshall will vacate his role as president and serve as Chairman and Ambassador. James believes that having a non-family member lead the company will help Spectrum build its brand, «so it is strong enough to stand on its own without depending on any james marshall spectrum investment advisors individual. Rosado, a partner of the firm, will focus on the executional management and overall success of the company. He holds an MBA in finance from Concordia University-Wisconsin and a bachelor’s in business administration from Taylor Universitywhere he is on the board of trustees. Demet, a partner of the firm for six years, will focus on strategic business development and overall sales. He is a graduate of St.
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Get 50 emails and direct dials a month with our Chrome Extension. John Miller. Spectrum Investment Advisors, Inc. Account Executive. Mequon Rd.
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Founder Specteum Marshall will vacate his role as president and serve as Chairman and James marshall spectrum investment advisors.
James believes that having a non-family member lead the company will help Spectrum build its brand, «so it is strong enough to stand on its own without depending on any single individual. Rosado, a partner of the firm, will focus spectrhm the executional management and investtment success of the company. He holds an MBA in finance from Concordia University-Wisconsin and a bachelor’s in business administration from Taylor Universitywhere he is on the board of trustees.
Demet, a partner of the firm for six years, will focus on strategic business development and overall sales. He is a graduate of St. Norbert Collegeearning his bachelor’s degree in Business Administration. He’s been in the retirement plan and investment management industry since I don’t really want to retire; I just want to fade away over time and let the next generation take it to the jajes level.
I would like to stay involved at Spectrum as an ambassador because I can be more effective in giving back to the community. I love this business. Spectrum Investment Advisors will continue to employ seven shareholders, who have an average of 25 years of experience.
Spectrum is a Registered Investment Adviser built on the premise that achieving one’s financial goals james marshall spectrum investment advisors on independent financial advice, timely research, and easy access to the investments and services that best fit an investor’s specific needs. For more information about Spectrum visit their website at www. Registration with the SEC does not imply a certain level of skill or training. No matching results for ».
Tip: Try a hames symbol or a specific company name for relevant results. Finance Home. Markets closed. PR Newswire June 24, Manuel Ivestment has been appointed to role of President. Jonathan Marshallwho has been with the firm for 16 years, will remain in his role as Chief Investment Officer and Chief Compliance Officer. Invewtment photos. Manuel Rosado. Matthew Demet. Story continues. Jonathan Marshall. Recently Viewed Your list is. What to Read Next. Yahoo Money. Yahoo Finance.
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Get competitive proposals from multiple advisors. Click here to access your personal K provider. Finance Home. Access Spectrum Handouts Username: Password:. Daniel W. Jon is also the advisofs compliance officer in charge of overseeing all of the firm’s regulatory responsibilities. Total Assets Under Management. He is a graduate of St. Unlock this free profile to update your info and see who’s viewing your profile. Jon is a partner and chief investment officer of the firm, as well as the lead designer of the retirement plan educational materials.
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