Rick Weinlein

Chief Executive Officer at Wescap Management Group, Inc.

Consumer Services

Finance

Profile

Mr. Eric A.
Weinlein is a Founder & Chief Financial Officer at Wescap Management Group, Inc. He brings over 34 years of investment management and financial planning experience to Wescap Group.
He works with individual clients, serves on Wescap's Investment Committee, and is the firm’s co-founder and Chief Compliance Officer.
Prior to joining Wescap Group, Mr. Weinlein was a Financial Advisor at Asset Management Group, a national investment advisory firm providing fee-only advice to senior corporate executives.
He began his career in the New York City office of Drexel Burnham Lambert, where he worked as a stock analyst.
Mr. Weinlein received his Bachelor of Arts in Economics from Haverford College in 1981 and a Masters of Business Administration in Finance from UCLA in 1985.

Rick Weinlein active positions

Companies	Position	Start
Wescap Management Group, Inc. Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families.	Chief Executive Officer	1987-12-31

All active positions of Rick Weinlein

Training of Rick Weinlein

University of California, Los Angeles	Masters Business Admin
Haverford College	Undergraduate Degree

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Linked companies

Private companies	1
Wescap Management Group, Inc. Wescap Management Group, Inc. Investment ManagersFinance WESCAP Management Group, Inc., do-business-as WESCAP Group, is an independent, SEC-registered investment advisor and wealth management firm headquartered in Glendale, California. The firm was founded in 1988 by Joel Edstrom and Eric Weinlein. WESCAP Group offers investment management and financial planning services to a diverse client base of high-net-worth individuals and families.	Finance