![Pete Franz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pete Franz
Chief Investment Officer bij
FSM Wealth Advisors LLC
Profiel
Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Head of Wealth Management at FSM Wealth Advisors LLC.
He is responsible for setting, managing, and articulating the Firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives.
He also works directly with families as a trusted advisor in delivering customized wealth management strategies.
He received his Bachelor of Arts in Political Science degree from Wittenberg University.
He is a Chartered Financial Analyst charterholder.
Actieve functies van Pete Franz
| Bedrijven | Functie | Begin |
|---|---|---|
FSM Wealth Advisors LLC
 FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives. | Chief Investment Officer | 01-01-2021 |
Opleiding van Pete Franz
Ervaring
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Beursgenoteerde bedrijven
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2
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Wittenberg University
 Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FSM Wealth Advisors LLC
FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives. | Finance |
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