Profiel
Mr. Charles P.
Boinske, CFA, is a President at Independence Advisors LLC.
He oversees Independence Advisors strategic direction and portfolio management process.
He co-founded Independence Advisors, Inc., the predecessor to Independence Advisors, LLC.
He has experience over 30 years in the investment management industry.
Mr. Boinske was previously employed as a Vice President by Valley Forge Asset Management Corp.
and an Assistant Vice President by Kidder, Peabody & Co., Inc.
He received his B.S.
in Economics from the Pennsylvania State University.
He earned the Chartered Financial Analyst designation.
He is a member of the New York Society of Security Analysts, the CFA Society of Philadelphia, the Wealth Management Council, the Wealth Management Exchange, and the CFA Institute.
Eerdere bekende functies van Chas Boinske
| Bedrijven | Functie | Einde |
|---|---|---|
Independence Advisors LLC
 Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Algemeen Directeur | 31-12-2020 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Corporate Officer/Principal | 31-05-1993 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 31-12-1988 |
Opleiding van Chas Boinske
| The Pennsylvania State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Independence Advisors LLC
Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
