Paul Allen Markowich
Portfolio Manager-Equities at Firstrust Financial Resources LLC
Profile
Mr. Paul A.
Markowich is an Executive Vice President & Partner at Firstrust Financial Resources LLC.
He works closely with professionals, entrepreneurs, and families to help them achieve their financial goals.
As part of comprehensive planning, he assists with the design and implementation of effective investment portfolios, insurance strategies, and employee benefits.
One area of focus is assisting healthcare organizations and their employees in the area of retirement plans and group benefits.
Mr. Markowich concentrates on working with both senior management to design and install appropriate benefit plans, as well as with individual employees seeking to maximize their retirement savings and protect their nest eggs.
He received his undergraduate degree from Robert H.
Smith School of Business.
Paul Allen Markowich active positions
| Companies | Position | Start |
|---|---|---|
Firstrust Financial Resources LLC
 Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Portfolio Manager-Equities | - |
Training of Paul Allen Markowich
| Robert H. Smith School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Finance |
- Stock Market
- Insiders
- Paul Allen Markowich
