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Austin Berkeley Stagman
Analyst-Equity chez
Bedel Financial Consulting, Inc.
Profil
Mr. Austin B. Stagman is a Portfolio Manager at Bedel Financial Consulting, Inc. He work to construct and maintain each client’s investment portfolio to ensure it is aligned with their specific short- and long-term financial goals.
As a member of the Investment Committee, he regularly monitor investment vehicles and explore new investment opportunities.
He has over six years of experience in the financial services industry.
He received his undergraduate degree from Hanover College.
Postes actifs de Austin Berkeley Stagman
| Sociétés | Poste | Début |
|---|---|---|
Bedel Financial Consulting, Inc.
 Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial designs portfolios from a list of approved investments customized to meet each client’s goals and tolerance for risk. The firm conducts its own in-house investment research and decisions are agreed upon as a committee. They are a tax-aware investor and will not force the sale of highly appreciated investments if it is not appropriate given the client’s tax situation. | Analyst-Equity | 01/02/2016 |
Formation de Austin Berkeley Stagman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Hanover College
 Hanover College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial designs portfolios from a list of approved investments customized to meet each client’s goals and tolerance for risk. The firm conducts its own in-house investment research and decisions are agreed upon as a committee. They are a tax-aware investor and will not force the sale of highly appreciated investments if it is not appropriate given the client’s tax situation. | Finance |
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