Profil
Mr. Arthur F.
Hazen, Jr., is a President at Medallion Wealth Management, Inc. As co-founder of Medallion Wealth Management, Inc., he brings over 18 years of experience as a financial advisor providing objective financial guidance and investment advice to individuals, families and business owners.
His day to day responsibilities include acquiring and retaining key clients for the firm and overseeing the firm’s portfolio management, compliance and relationship teams.
His previous experience as an officer and investment specialist with First National Bank, an insurance representative for MetLife, a broker at Merrill Lynch, and Director of Retirement Plans for an independent advisory firm in Pittsburgh have developed him into the leader he is today.
He received his degree in Business Administration and Management from Youngstown State University.
He holds the Accredited Investment Fiduciary Analyst certification.
Postes actifs de Art Hazen
| Sociétés | Poste | Début |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Fondateur | 01/04/2013 |
Formation de Art Hazen
| Youngstown State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
