GLOBAL RETIREMENT PARTNERS LLC

GLOBAL RETIREMENT PARTNERS LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 172011). Regulatory assets under management: $169.6B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (29)

Showing 25 of 29 people.

NameRoleLocation
White RobertCEO; CEO, PRESIDENT; MANAGING MEMBERLong Beach, CA
Cosmo Charles GouldCCO
Geoffrey Robert WhiteCEO, PRESIDENT
Russell Alan FriersonCOO
Karen Elaine CampbellCHIEF ANALYTICS OFFICER
Greg Lee KolenoRPW COO
Scott Christopher HauptmannPRESIDENT
Melissa Rodriguez-KirkCOO
Adam SokolicVICE PRESIDENT
WILLIAMS JAMES HOUSTONCLASS A SHAREHOLDER; PRESIDENT; PRESIDENT AND CCO
CHETNEY WILLIAM ROBERTCEO
REICH ANDREWPRESIDENT
CLARK DAVID MCKENZIEMANAGING MEMBER; OWNER
GOULD COSMO CHARLESCCO; CCO, PRESIDENT; CEO, CCO (+1 more)
KALIVAS EVANGELIAMANAGING MEMBER; OWNER
GREENBERG JEFFREY STUARTMANAGING MEMBER; OWNER
PRICHARD JOHN ROGERMANAGING MEMBER; OWNER
THIBAULT BLAKE ALEXANDERMANAGING MEMBER; OWNER
KULCHAR DAVID MICHAELMANAGING MEMBER; OWNER
DELANEY BARBARA JEANMANAGING MEMBER; OWNER
LARSEN CHAD JAMESMANAGING MEMBER; OWNER
DENOYIOR JOSEPH FREDRICKMANAGING MEMBER; OWNER
TEMPLE MARK DOUGLASMANAGING MEMBER; OWNER
ZAMBITO SALVATORE STEPHENCHIEF ADMINISTRATIVE OFFICER; COO; PRESIDENT, COO
FRIERSON RUSSELL ALANCOO

More on this firm