电子邮件 | dwe***@***.com | 获取Email |
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电子邮件 | dwe***@***.com | 获取Email |
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Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm. PMA manages about $1 billion in client assets for high net worth individuals, multi-generational families and not-for-profit organizations. PMA's guiding investment principle is the management of risk - investors should take no more risk than is required to achieve a return appropriate for a given set of goals. Because investors do not know the future, a steady process that balances the art and science of investing is critical to success. Rigorous analysis and thoughtful pragmatism have been at the core of PMA since its beginning. PMA's team has been privileged to serve many of our clients for 20+ years and we treasure these relationships; our clients' interests always come first and their goals are our mission. Read more about PMA's story, investment process and personnel on our website, www.prudentmanagement.com.
公司 | Prudent Management Associates |
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职位 | Partner |
地点 | United States |
http://www.linkedin.com/in/david-wellborn-6503417 | |
部门 | |
头衔 | Partner at Prudent Management Associates |
David Wellborn 在 Prudent Management Associates 担任 Partner at Prudent Management Associates
David Wellborn 在 Prudent Management Associates 的职位是 Partner at Prudent Management Associates
David Wellborn 的电子邮件地址是 dwe***@***.com
David Wellborn 的电话号码是 -
David Wellborn 的公司电话号码是 +121****
David Wellborn 在 investment management 工作。
David Wellborn 的一些同事包括Keith Hardman、Marlene Frayne、Richard Lerch、David WellbornBarbara Solit、。
David Wellborn联系方式: 电子邮件地址:dwe***@***.com 电话号码:-
David Wellborn 的个人领英是:http://www.linkedin.com/in/david-wellborn-6503417
David Wellborn 的办公地点:Philadelphia, PA 19103, US
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