Jeff Powell
Chief Executive Officer at Polaris Equity Management, Inc.
Jeff Powell active positions
| Companies | Position | Start | End |
|---|---|---|---|
Polaris Equity Management, Inc.
 Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Chief Executive Officer | 01/07/1998 | - |
| President | 01/07/1998 | - |
Career history of Jeff Powell
Former positions of Jeff Powell
| Companies | Position | Start | End |
|---|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Chief Executive Officer | 09/06/2011 | 01/11/2022 |
| Chief Investment Officer | 09/06/2011 | 01/11/2022 | |
| Founder | 09/06/2011 | 01/11/2022 | |
| Investment Committee Member | 09/06/2011 | 01/11/2022 | |
| Portfolio Manager-Equities | 09/06/2011 | 01/11/2022 | |
| President | 09/06/2011 | 01/11/2022 | |
| Polaris Wealth Advisers LLC | Chief Investment Officer | - | 21/10/2015 |
| Portfolio Manager-Equities | - | 21/10/2015 | |
| Corporate Officer/Principal | - | 21/10/2015 |
Training of Jeff Powell
| University of Oregon | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Chief Investment Officer | 2 |
| Portfolio Manager-Equities | 2 |
| Chief Executive Officer | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
| Polaris Wealth Advisers LLC | Finance |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Finance |
Polaris Equity Management, Inc.
Polaris Equity Management, Inc. Investment ManagersFinance Polaris Equity Management, Inc. operates as investment advisory firm. It also provides wealth management and financial planning services to its clients. Polaris Equity Management was founded in 1998 and is headquartered in San Francisco, CA. | Finance |
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