Ethan H. Pollard
Analyst-Equity bij Arkos Global Advisors LLC
Profiel
Mr. Ethan H.
Pollard, CFA, is a Vice President of Portfolio Management at Arkos Global Advisors LLC.
He handles many of the research, trading and financial planning responsibilities– including the development of our economic and portfolio risk sensitivity models.
Mr. Pollard has worked in the financial services industry since 2012, where he started with Morgan Stanley as a Financial Advisor and earned the designation of Financial Planning Specialist.
He graduated from Duke University in 2012, with a Bachelor of Science degree in Mathematics and a minor in Religion.
He is a CFA charterholder.
Actieve functies van Ethan H. Pollard
| Bedrijven | Functie | Begin |
|---|---|---|
Arkos Global Advisors LLC
 Arkos Global Advisors LLC Investment ManagersFinance Arkos Global Advisors LLC (Arkos) is an independent, SEC-registered registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Jeffrey Thomas in 2017 as Archetype Wealth Partners LLC and change its name to Arkos Global Advisors LLC in 2022. Arkos provides custom tailored planning and investment services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 01-04-2017 |
Opleiding van Ethan H. Pollard
| Duke University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Arkos Global Advisors LLC
Arkos Global Advisors LLC Investment ManagersFinance Arkos Global Advisors LLC (Arkos) is an independent, SEC-registered registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Jeffrey Thomas in 2017 as Archetype Wealth Partners LLC and change its name to Arkos Global Advisors LLC in 2022. Arkos provides custom tailored planning and investment services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Finance |
