C³ Wealth Management Management Team
Contact top employees from
C³ Wealth Management
Summary
C³ Wealth Management has been in the industry for 5 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 13. To connect with C³ Wealth Management employee register on SignalHire.
Organization Website | c3wealthmgmt.com |
Industries | |
Headquarters Location | 1000 Continental Drive, King Of Prussia, Pennsylvania, 19406 US |
Employees Size | 1-10 employees |
Founded | 2021 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at C³ Wealth Management shows a diverse range of experience levels:
13% have been with the company for less than 1 year60% for 1–2 years13% for 3–4 years13% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
C³ Wealth Management
Joshua Brueck
Partner and CEO
Scott Ehrlich
Vice President
Jake Davis
Investment Operations Associate
John OBrien
Partner and Private Wealth Advisor
Mary Gabriele
Operations Intern
Joe Mattiola
Director of Planning, Associate Portfolio Manager
Justin Holmes
Strategic Project Manager
John Van Grinsven
Founder, Partner and Private Wealth Advisor at C³ Wealth Management
Elizabeth Rubush
Associate Financial Advisor and Director of Insurance Operations
Brett Canna
Founder, Partner and Private Wealth Advisor
James Sylvester
Associate Portfolio Manager | C3 Wealth Management
Michela Giannandrea
Operations Associate
Rachael Thompson
Chief of Staff & Director of Wealth Management
Kathleen Pisani
Investment Operations Associate
Anthony Bruno
Partner and Chief Investment Officer
William Milne
Founder, Partner and Private Wealth Advisor
Kaitlin MacKenzie
Director of Insurance Operations
Amelia Burke
Client Service Associate
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FAQ
C³ Wealth Management operates in the Finance industries. More details can be found on the official website: c3wealthmgmt.com.
The headquarters of C³ Wealth Management are located in King Of Prussia, United States.
C³ Wealth Management currently employs 1-10 people.
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