Chris Hedquist
Lid van de Investeringscommissie bij Townsquare Capital LLC
Profiel
Mr. Christopher G.
Hedquist, CFA, is a Senior Portfolio Strategist at Townsquare Capital LLC.
He works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies.
He heads up the investment audit and proposal capabilities of the firm.
He also sits on the Townsquare Capital investment committee and is responsible for helping to develop the firm’s investment policies for conducting due diligence on the investment offerings available through the firm, including alternative investments.
He has been a registered representative and investment adviser since 1992 and has been a General Securities Principal since 2003.
He began his career as a financial advisor working for Shearson Lehman Brothers, then Merrill Lynch.
During the past 25 years, he has also worked for other independent wealth management firms where he focused on advising financial advisors and their clients on portfolio construction, investment selection, and retirement planning.
He graduated from Brigham Young University in Business Management & Finance.
He also holds the Chartered Financial Analyst and CFP designations.
Actieve functies van Chris Hedquist
| Bedrijven | Functie | Begin |
|---|---|---|
Townsquare Capital LLC
 Townsquare Capital LLC Investment ManagersFinance TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. | Lid van de Investeringscommissie | 01-10-2017 |
Eerdere bekende functies van Chris Hedquist
| Bedrijven | Functie | Einde |
|---|---|---|
The Insight Group, Inc.
 The Insight Group, Inc. Investment ManagersFinance The Insight Group, Inc. operates as an independent wealth management firm. It offers portfolios based on the capital markets. The firm provides retirement and financial planning services. The company was founded by Mark Matley and Paul Salisbury in 1993 and is headquartered in Salt Lake City, UT. | Corporate Officer/Principal | 01-08-2004 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-01-2003 |
Opleiding van Chris Hedquist
| Brigham Young University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Townsquare Capital LLC
Townsquare Capital LLC Investment ManagersFinance TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
The Insight Group, Inc.
The Insight Group, Inc. Investment ManagersFinance The Insight Group, Inc. operates as an independent wealth management firm. It offers portfolios based on the capital markets. The firm provides retirement and financial planning services. The company was founded by Mark Matley and Paul Salisbury in 1993 and is headquartered in Salt Lake City, UT. | Finance |
