Career history of Brad Unruh
Former positions of Brad Unruh
| Companies | Position | Start | End |
|---|---|---|---|
Halbert Wealth Management, Inc.
 Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Portfolio Manager-Equities | 1999-06-30 | 2006-12-31 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 1983-12-31 | 1992-12-30 |
| MCKESSON CORPORATION | Corporate Officer/Principal | - | 1983-12-30 |
Statistics
International
| United States | 3 |
| 2 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Distribution Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| MCKESSON CORPORATION | Distribution Services |
| Private companies | 2 |
|---|---|
Halbert Wealth Management, Inc.
Halbert Wealth Management, Inc. Investment ManagersFinance Halbert Wealth Management, Inc. (Halbert Wealth) is an independent SEC-registered investment advisor and fund-of-funds manager headquartered in Austin, Texas. The firm was founded by Gary and Debi Halbert in 1995. Halbert Wealth provides services primarily to individuals, high-net worth individuals, IRAs, and trusts. They may also provide services to corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
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