Carl David Aschenbrenner
Portefeuillebeheerder-Aandelen bij WHALEN WEALTH MANAGEMENT INC.
Profiel
Mr. Carl D.
Aschenbrenner, CFA, is a Portfolio Manager at Whalen Wealth Management Inc. He has over 12 years of experience in the financial industry serving as a portfolio manager, research analyst, and trader for wealth management firms emphasizing growth investing, multi-asset portfolios, strategies managed in-house, and external manager research in public and private markets.
Prior to joining Whalen Financial, Carl was a Portfolio Manager with HCR Wealth Advisors and Miracle Mile Advisors and a Research Analyst with Stonebridge Capital Management.
He received his Master of Science in Chemical Engineering at the California Institute of Technology and graduated from the University of California, Berkeley with high honors and Phi Beta Kappa.
He has earned the right to use the Chartered Financial Analyst designation.
Actieve functies van Carl David Aschenbrenner
| Bedrijven | Functie | Begin |
|---|---|---|
WHALEN WEALTH MANAGEMENT INC.
 WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Whalen Wealth Management Inc. is a private company headquartered in Las Vegas, NV. The firm provides investment advice. Andrew Joseph Whalen is currently the CEO of the company. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Carl David Aschenbrenner
| Bedrijven | Functie | Einde |
|---|---|---|
HCR Wealth Advisors
 HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-04-2021 |
Stonebridge Capital Management, Inc.
 Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Analyst-Equity | 01-09-2013 |
Magis Capital Management LLC
 Magis Capital Management LLC Investment ManagersFinance Magis Capital Management LLC is an American company that focuses on investment management. The private company's philosophy is to think more, which is reflected in its name, "Magis," which means "more" in Latin. | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Carl David Aschenbrenner
| University of California, Berkeley | Undergraduate Degree |
| California Institute of Technology | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge Capital Management, Inc. (Stonebridge) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Julian Weiss in 1946. Stonebridge specializes in the management of growth equity portfolios for institutional investors and high net-worth individuals. | Finance |
Magis Capital Management LLC
Magis Capital Management LLC Investment ManagersFinance Magis Capital Management LLC is an American company that focuses on investment management. The private company's philosophy is to think more, which is reflected in its name, "Magis," which means "more" in Latin. | Finance |
HCR Wealth Advisors
HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Finance |
WHALEN WEALTH MANAGEMENT INC.
WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Whalen Wealth Management Inc. is a private company headquartered in Las Vegas, NV. The firm provides investment advice. Andrew Joseph Whalen is currently the CEO of the company. | Finance |
