Ethan Frey

Ethan Frey Email and Phone Number

Private Investor @ Predicate Wealth Partners LLC
Ethan Frey's Location
Phoenix, Arizona, United States, United States
Ethan Frey's Contact Details
About Ethan Frey

Note: My use of LinkedIn is a bit unique. I don't connect with every invite I receive as I use this tool as one of many sources for my digital rolodex. I usually have met 99% of the people I am connected with on LinkedIn and view these connections as a possible resource. If you send an invite and I don't accept and you feel we should know each other, please email me why at ethanfrey@hotmail.com and I look forward to getting to know you.

Ethan Frey's Current Company Details
Predicate Wealth Partners LLC

Predicate Wealth Partners Llc

View
Private Investor
Ethan Frey Work Experience Details
  • Predicate Wealth Partners Llc
    Co-Founder
    Predicate Wealth Partners Llc Jan 2022 - Present
    I'm thrilled to join John Lott in launching a new private investment firm, allocating capital in all major asset classes through private, off-market investments to replicate traditional portfolio construction with superior risk-adjusted returns. More to come. Much more. Happy New Year. Let's Go!
    View
  • Bmo Harris Private Banking
    Director, Private Wealth Advisor
    Bmo Harris Private Banking Jan 2011 - Jul 2021
    Toronto, Ca
    Led teams serving high net worth and ultra-high net worth clients, providing concierge banking, portfolio management, trust administration and comprehensive wealth planning (estate, tax, charitable, asset protection, risk management, etc.).
    View
  • Walker Financial, Llc
    Svp And General Counsel
    Walker Financial, Llc Aug 2008 - Jan 2011
    Ran legal affairs for firm specializing in estate and succession planning for ultra high net worth families; ran an affiliate focussed on life settlements; handled all matters requiring enhanced diplomacy and creative problem solving.
  • Frey & Mccue, Pllc
    Partner
    Frey & Mccue, Pllc Sep 1999 - Aug 2008
    Represented individuals and businesses in a broad range of practice areas including estate planning, succession planning, executive benefit planning, and general corporate and business matters.

Ethan Frey Skills

Estate Planning Investments High Net Worth Individuals Wealth Management Succession Planning Investment Advisory Asset Management Portfolio Management Asset Managment Finance Financial Analysis Investment Management Alternative Investments Business Development Mergers And Acquisitions Due Diligence Leadership Asset Allocation Investment Strategies Management Insurance Wealth Management Services

Ethan Frey Education Details

  • Georgetown University
    Georgetown University
    Government
  • Georgetown University Law Center
    Georgetown University Law Center
    Jd
  • The American College Of Financial Services
    The American College Of Financial Services
    Clu
  • The Halftime Institute
    The Halftime Institute
    The Fellows Program

Frequently Asked Questions about Ethan Frey

What company does Ethan Frey work for?

Ethan Frey works for Predicate Wealth Partners Llc

What is Ethan Frey's role at the current company?

Ethan Frey's current role is Private Investor.

What is Ethan Frey's email address?

Ethan Frey's email address is et****@****ail.com

What schools did Ethan Frey attend?

Ethan Frey attended Georgetown University, Georgetown University Law Center, The American College Of Financial Services, The Halftime Institute.

What skills is Ethan Frey known for?

Ethan Frey has skills like Estate Planning, Investments, High Net Worth Individuals, Wealth Management, Succession Planning, Investment Advisory, Asset Management, Portfolio Management, Asset Managment, Finance, Financial Analysis, Investment Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.