HeadInvest

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HeadInvest — overview

About

HeadInvest is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, education planning, tax planning, retirement planning charitable giving, estate planning, investment management, portfolio management and wealth management. The wealth manager advises individuals, high-net-worth individuals, families, trusts, endowments, foundations, charitable organizations, government entities, corporations and business entities.

HeadInvest - known decision makers (7)

Position	Location	Asset Class
Chief Investment Officer	Portland, US	PE
Managing Director & Member of Management Team	Portland, US	GEN
Portfolio Manager & Partner	Portland, US	PE
Portfolio Manager & Partner	Portland, US	PE
Senior Vice President	Portland, US	PE

Showing 5 of 7 known decision makers HeadInvest

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