Mikel Zeidenstein
Portefeuillebeheerder-Aandelen bij Meeder Asset Management, Inc.
Profiel
Mr. Mikel M.
Zeidenstein is a Chief Investment Officer at Private Wealth Strategies LLC (Ohio).
He leads the investment team as Chief Investment Officer by preparing client reviews, thoroughly analyzing portfolios and investments, and communicating our analyses with clients.
He joined Shore Morgan Young in 2017.
He graduated from Ohio University in 2017 with a Bachelor of Science in Economics and a Minor in Digital Storytelling and Screenwriting.
He holds his FINRA Series 7 and 66 registrations, his Ohio Life, Accident and Health Insurance License, and is an CFA Charterholder, CFA Institute.
Actieve functies van Mikel Zeidenstein
| Bedrijven | Functie | Begin |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Portefeuillebeheerder-Aandelen | 01-03-2024 |
Eerdere bekende functies van Mikel Zeidenstein
| Bedrijven | Functie | Einde |
|---|---|---|
Private Wealth Strategies LLC (Ohio)
 Private Wealth Strategies LLC (Ohio) Investment ManagersFinance Private Wealth Strategies LLC (PWSL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New Albany, Ohio. The firm was founded by Lewis D. Shore in 1974 and do-business-as Shore Morgan Young Wealth Strategies. PWSL provides wealth management services to prosperous individuals and business owners. | Chief Investment Officer | 01-02-2024 |
Opleiding van Mikel Zeidenstein
| The Ohio University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Private Wealth Strategies LLC (Ohio)
Private Wealth Strategies LLC (Ohio) Investment ManagersFinance Private Wealth Strategies LLC (PWSL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New Albany, Ohio. The firm was founded by Lewis D. Shore in 1974 and do-business-as Shore Morgan Young Wealth Strategies. PWSL provides wealth management services to prosperous individuals and business owners. | Finance |
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Finance |
