John Gordon Heinlein active positions
Companies | Position | Start | End |
---|---|---|---|
Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Founder | 1994-12-31 | - |
Chief Investment Officer | 2022-06-30 | - | |
Portfolio Manager-Equities | 1994-12-31 | - | |
Chief Executive Officer | 1994-12-31 | 2021-12-31 |
Career history of John Gordon Heinlein
Former positions of John Gordon Heinlein
Companies | Position | Start | End |
---|---|---|---|
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 1994-12-30 | 1994-12-30 |
Training of John Gordon Heinlein
University of Baltimore | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Hunt Valley Wealth
Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
American Express Financial Advisors, Inc. |
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