Frederic Winssinger
Director/Board Member at USANA HEALTH SCIENCES, INC.
Net worth: 153 939 $ as of 2024-03-30
Profile
Frederic J.
Winssinger is the founder of PlanningCore Wealth Advisors LLC, which was founded in 2014.
He currently holds positions as an Independent Director at USANA Health Sciences, Inc. since 2016 and as Managing Partner at RW Partners LLC since 2006.
Mr. Winssinger previously worked as a Portfolio Manager at CapitalatWork SA and Banco JPMorgan SA. He received an undergraduate degree from Claremont McKenna College and an MBA from The Wharton School of the University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-04-23 | 3,174 ( 0.02% ) | 153 939 $ | 2024-03-30 |
Frederic Winssinger active positions
| Companies | Position | Start |
|---|---|---|
| USANA HEALTH SCIENCES, INC. | Director/Board Member | 2016-05-01 |
RW Partners LLC
 RW Partners LLC Real Estate Investment TrustsFinance RW Partners LLC is a real estate investment and development firm. The company is headquartered in Phoenix, AZ. | Corporate Officer/Principal | 2005-12-31 |
Former positions of Frederic Winssinger
| Companies | Position | End |
|---|---|---|
| PlanningCore Wealth Advisors LLC | Founder | - |
Banco JPMorgan SA
 Banco JPMorgan SA Investment ManagersFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Corporate Officer/Principal | - |
CapitalatWork SA
 CapitalatWork SA Investment ManagersFinance CapitalatWork SA is the Belgium-based investment management subsidiary of CapitalatWork Foyer Group SA, which is owned by Foyer SA (LU: 41485), an independent Luxembourg insurance group. Headquartered in Brussels, the firm was founded in 1990 and offers discretionary asset management services to private clients and institutions (banks, insurance companies, family offices, independent asset managers, mutual and pension funds). | Portfolio Manager-Equities | - |
Training of Frederic Winssinger
| Claremont McKenna College | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| USANA HEALTH SCIENCES, INC. | Health Technology |
| Private companies | 4 |
|---|---|
CapitalatWork SA
CapitalatWork SA Investment ManagersFinance CapitalatWork SA is the Belgium-based investment management subsidiary of CapitalatWork Foyer Group SA, which is owned by Foyer SA (LU: 41485), an independent Luxembourg insurance group. Headquartered in Brussels, the firm was founded in 1990 and offers discretionary asset management services to private clients and institutions (banks, insurance companies, family offices, independent asset managers, mutual and pension funds). | Finance |
Banco JPMorgan SA
Banco JPMorgan SA Investment ManagersFinance Banco JPMorgan SA (Banco JPM) is the Brazilian private banking subsidiary of JPMorgan International Finance Ltd., ultimately held by JPMorgan Chase & Co. (NYSE: JPM) in the US. Founded in 1990, Banco JPM is headquartered in S?o Paulo and provides a range of services including investment banking, global corporate banking, asset management, private banking and treasury & securities services. | Finance |
RW Partners LLC
RW Partners LLC Real Estate Investment TrustsFinance RW Partners LLC is a real estate investment and development firm. The company is headquartered in Phoenix, AZ. | Finance |
| PlanningCore Wealth Advisors LLC |
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