Doug Wells active positions
| Companies | Position | Start | End |
|---|---|---|---|
Wells Trecaso Financial Group LLC
 Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 2017-10-31 | - |
| Founder | 2017-10-31 | - | |
| Head of Private Banking | 2017-10-31 | - |
Career history of Doug Wells
Training of Doug Wells
| Fisher College of Business | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Investment Officer | 1 |
| Founder | 1 |
| Head of Private Banking | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Wells Trecaso Financial Group LLC
Wells Trecaso Financial Group LLC Investment ManagersFinance Wells Trecaso Financial Group LLC (WTFG) is an independent wealth management firm and SEC-registered investment advisor headquartered in Akron, Ohio. The firm was founded by Douglas Wells in 2017. WTFG offers advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
- Stock Market
- Insiders
- Doug Wells
- Experience
