Profiel
Mr. Casey D.
Kaelin, CFA, is Investment Analyst at Edge Asset Management, Inc. He has been in the investment industry since 1999.
Prior to joining Edge Asset Management in December 2006, Mr. Kaelin was an Operations Analyst for Safeco Asset Management.
He was also employed as Investment Analyst by WM Advisors, Inc.
He received a bachelor’s degree in business administration from Western Washington University.
He has earned the right to use the Chartered Financial Analyst designation.
Eerdere bekende functies van Casey Dean Kaelin
| Bedrijven | Functie | Einde |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Analist-Vaste Inkomen | 01-05-2017 |
| WM Advisors, Inc. | Corporate Officer/Principal | 30-12-2006 |
| SAFECO Asset Management | Corporate Officer/Principal | - |
Opleiding van Casey Dean Kaelin
| Western Washington University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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| Bedrijven in privébezit | 3 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
| WM Advisors, Inc. | Finance |
| SAFECO Asset Management | Finance |
