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Angus Schaal
Oprichter bij Tandem Wealth Advisors LLC
Actieve functies van Angus Schaal
Bedrijven | Functie | Begin | Einde |
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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. | Oprichter | 01-06-2011 | - |
Compliance Officer | 01-06-2011 | - | |
Portefeuillebeheerder-Aandelen | 01-06-2011 | - | |
Chief Investment Officer | 01-06-2011 | 01-01-2023 |
Loopbaan van Angus Schaal
Eerdere bekende functies van Angus Schaal
Bedrijven | Functie | Begin | Einde |
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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. | Portefeuillebeheerder-Aandelen | 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 | - | - |
Opleiding van Angus Schaal
Marlboro College | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 6 |
Operationeel
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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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 |
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 |
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