Byron Frey
Investment Committee Member at Creative Planning LLC
Byron Frey 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. | Investment Committee Member | 01/03/2012 | - |
Portfolio Manager-Equities | 01/03/2012 | - |
Career history of Byron Frey
Former positions of Byron Frey
Companies | Position | Start | End |
---|---|---|---|
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
Training of Byron Frey
Bucknell University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
CHARLES SCHWAB | Finance |
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Byron Frey
- Experience