Michael Allende
Analyst-Equity bij Castle Wealth Management LLC
Profiel
Mr. Michael Allende is a Financial Research Assistant at Castle Wealth Management LLC.
He works closely with the firm’s portfolio manager and financial planners providing reports and detailed investment research.
His responsibilities include compiling daily and quarterly reports, researching and monitoring the firm’s investments, and working with the firm’s allocation models.
He earned his Bachelor of Business Administration in Economics from the University of North Florida.
He also earned his Master of Business Administration with a concentration in Finance from the University of North Florida in 2016.
Actieve functies van Michael Allende
| Bedrijven | Functie | Begin |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Analyst-Equity | 01-06-2020 |
Opleiding van Michael Allende
| University of North Florida | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
|---|---|
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
