![Angus Schaal](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Angus Schaal
Gründer bei Tandem Wealth Advisors LLC
Aktive Positionen von Angus Schaal
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Tandem Wealth Advisors LLC
![]() Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Gründer | 01.06.2011 | - |
Compliance Officer | 01.06.2011 | - | |
Portfolio Manager-Aktien | 01.06.2011 | - | |
Chief Investment Officer | 01.06.2011 | 01.01.2023 |
Karriereverlauf von Angus Schaal
Ehemalige bekannte Positionen von Angus Schaal
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Dumont & Blake Investment Advisors LLC
![]() Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | Portfolio Manager-Aktien | 01.04.2008 | 30.04.2011 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01.04.2003 | - |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Corporate Officer/Principal | - | - |
Ausbildung von Angus Schaal
Marlboro College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Dumont & Blake Investment Advisors LLC
![]() Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis. | Finance |
American Express Financial Advisors, Inc. | |
Tandem Wealth Advisors LLC
![]() Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Finance |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
- Börse
- Insiders
- Angus Schaal
- Erfahrung