Peter P. Chen
Chief Executive Officer at WESPAC Advisors SoCal LLC
Peter P. Chen active positions
| Companies | Position | Start | End |
|---|---|---|---|
WESPAC Advisors SoCal LLC
 WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Chief Executive Officer | 2011-12-31 | - |
| Founder | 2011-12-31 | - |
Career history of Peter P. Chen
Former positions of Peter P. Chen
| Companies | Position | Start | End |
|---|---|---|---|
Tower Asset Management LLC
 Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Corporate Officer/Principal | - | - |
Training of Peter P. Chen
| San Diego State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Tower Asset Management LLC
Tower Asset Management LLC Investment ManagersFinance Founded in 1991 by Milford Stern, Tower Asset Management LLC is a registered investment advisor located in Beverly Hills, California. The firm is a subsidiary of M. L. Stern & Co. LLC and their ultimate parent is SWS Group, Inc. (NYSE: SWS). | Finance |
WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC Investment ManagersFinance WESPAC Advisors SoCal LLC, dba Stonemark Wealth Management (Stonemark), is an independent registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Peter Chen in 2012. Stonemark provides discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, pension and profit sharing plans, and individual participants of retirement plans. | Finance |
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