Simon Gumkowski (CRD# 7130121) is an Investment Advisor Representative working at Opus Investment Management, Inc. in Worcester, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Opus Investment Management | Worcester, MA | Jan 2017 - Current | 7 |
| State Of Florida, Division Of Treasury | Tallahassee, FL | Sep 2014 - Dec 2016 | 2 |
| Hartford Investment Management | Hartford, CT | May 2012 - Aug 2014 | 2 |
- TX
-
Total Assets Under Management11,392MILLIONS
-
Total Number of Accounts48ACCOUNTS
-
Average Account Value$237,337,850
- A percentage of assets under your management
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MA, NY, TX
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