![Sam Winch](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>)
Profiel
Mr. Samuel R.
Winch is a Managing Partner & Senior Advisor at Winch Advisory Services LLC.
He juggles several roles at Winch Financial as President, an Investment Analyst and an Advisor.
He also makes allocation suggestions and coordinates with members of the investment department to optimize portfolios.
Previously, Mr. Winch worked as a representative for both Securities America and Woodbury, which gives him added insight into the analysis and review of commissionable products.
Actieve functies van Sam Winch
| Bedrijven | Functie | Begin |
|---|---|---|
Winch Advisory Services LLC
 Winch Advisory Services LLC Investment ManagersFinance Winch Financial is an active manager which combines a top-down and bottom-up investment approach and tactically positions portfolios to take advantage of various economic and market environments. The firm’s investment team utilizes a deep-dive fundamental approach and applies fundamental and technical analysis to aid in the selection of securities. Winch Financial purchases securities with the idea of holding them in the client's account for a year or longer when they believe the securities to be currently undervalued and/or they want exposure to a particular asset class over time, regardless of the current projection for this class. The firm may also purchase securities with the idea of selling them within a relatively short time (typically a year or less) to take advantage of conditions that they believe will soon result in a price swing in the securities they purchase. | President | - |
Eerdere bekende functies van Sam Winch
| Bedrijven | Functie | Einde |
|---|---|---|
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Corporate Officer/Principal | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
5
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Provides securities broking and dealing services | Finance |
Winch Advisory Services LLC
Winch Advisory Services LLC Investment ManagersFinance Winch Financial is an active manager which combines a top-down and bottom-up investment approach and tactically positions portfolios to take advantage of various economic and market environments. The firm’s investment team utilizes a deep-dive fundamental approach and applies fundamental and technical analysis to aid in the selection of securities. Winch Financial purchases securities with the idea of holding them in the client's account for a year or longer when they believe the securities to be currently undervalued and/or they want exposure to a particular asset class over time, regardless of the current projection for this class. The firm may also purchase securities with the idea of selling them within a relatively short time (typically a year or less) to take advantage of conditions that they believe will soon result in a price swing in the securities they purchase. | Finance |
