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Roger Klein active positions
Companies | Position | Start | End |
---|---|---|---|
NVWM LLC
![]() NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Economist | 2021-08-31 | - |
Portfolio Manager-Equities | 2021-08-31 | - |
Career history of Roger Klein
Training of Roger Klein
Michigan State University | Doctorate Degree |
Statistics
International
United States | 3 |
Operational
Economist | 1 |
Portfolio Manager-Equities | 1 |
Doctorate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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NVWM LLC
![]() NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
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