![Marilyn Ruth Bergen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Greg Houser | M | 76 |
CWM Retiring LLC
![]() CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | 1 years |
Lantz Kent Stringham | M | 55 |
CWM Retiring LLC
![]() CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | 6 years |
David Morganstern | M | - |
CWM Retiring LLC
![]() CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | - |
Kathleen Jade Kee | F | - |
CWM Retiring LLC
![]() CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | 9 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 4 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Marilyn Ruth Bergen
- Personal Network