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Career history of Ken Frost
Former positions of Ken Frost
Companies | Position | Start | End |
---|---|---|---|
WFA of San Diego LLC
![]() WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Chief Investment Officer | - | - |
Investment Committee Member | - | - | |
Wheeler Frost Associates, Inc.
![]() Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Chief Investment Officer | 1984-12-31 | - |
Training of Ken Frost
Oregon State University | Undergraduate Degree |
The Ohio State University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Chief Investment Officer | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Wheeler Frost Associates, Inc.
![]() Wheeler Frost Associates, Inc. Investment ManagersFinance Founded by Peter R. Wheeler in 1982, Wheeler/Frost Associates, Inc. is a registered investment advisor located in San Diego, California. The firm provides wealth planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
WFA of San Diego LLC
![]() WFA of San Diego LLC Investment ManagersFinance WFA of San Diego LLC (WFA San Diego) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded in 2019 and is owned by Zermatt Holdings LLC. WFA San Diego provides personalized confidential wealth planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. | Finance |
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