Profil
Mr. William T.
Parchman, CFA, is a Senior Portfolio Manager & Shareholder at Truepoint, Inc. He creates customized investment strategies for Truepoint clients and oversees the firm’s portfolio management operations.
As a member of Truepoint’s investment committee, he contributes to the research and analysis efforts that drive the firm’s investment approach.
His specialties are investments research, market analysis, performance attribution, portfolio management & rebalancing.
He is a cum laude graduate of the Farmer School of Business at Miami University with a bachelor’s degree in finance.
He also holds the Chartered Financial Analyst designation.
Aktive Positionen von Ted Parchman
| Unternehmen | Position | Beginn |
|---|---|---|
Truepoint, Inc.
 Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Analyst-Equity | 01.04.2011 |
Ausbildung von Ted Parchman
| Miami University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Truepoint, Inc.
Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Finance |
