Career history of Sam Bass
Former positions of Sam Bass
| Companies | Position | Start | End |
|---|---|---|---|
Beacon Wealthcare, Inc.
 Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Chief Executive Officer | 01/01/1998 | - |
| Founder | 01/01/1998 | 01/02/2022 | |
| Portfolio Manager-Equities | 01/01/1998 | - | |
| President | 01/01/1998 | - | |
| Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1997 | 31/12/1997 |
Carolina Securities, Inc.
 Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Corporate Officer/Principal | - | - |
Training of Sam Bass
| Hampden-Sydney College | Undergraduate Degree |
| Wake Forest University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Beacon Wealthcare, Inc.
Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Finance |
| Wheat First Securities, Inc. | Finance |
Carolina Securities, Inc.
Carolina Securities, Inc. Investment Banks/BrokersFinance Part of Calvert Holdings, Inc., Carolina Securities, Inc. is a company based in Cary, NC. | Finance |
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- Experience
