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Austin Joseph Crites
Directeur en chef des Investissements chez
BCGM Wealth Management LLC
Profil
Mr. Austin J.
Crites, CFA, is a Chief Investment Officer at BCGM Wealth Management LLC.
Mr. Crites was previously employed as an Equity Analyst by Goelzer Investment Management, Inc.
He received his undergraduate degree from Marian University.
Postes actifs de Austin Joseph Crites
| Sociétés | Poste | Début |
|---|---|---|
BCGM Wealth Management LLC
 BCGM Wealth Management LLC Investment ManagersFinance Gettings Reed Financial provides proprietary investment strategies personalized to the needs and goals of each individual client. The firm creates diversified portfolios designed to maximize return per unit of risk assumed. They diversify portfolios by asset class, location, and sector and have a set of guidelines defining maximum position size within a given portfolio. Fund categories include Large-Cap, Mid-Cap, Small-Cap, International, and Emerging Market equities, multiple Fixed Income categories, and alternative or non-correlated assets. | Directeur en chef des Investissements | 01/05/2020 |
Anciens postes connus de Austin Joseph Crites
| Sociétés | Poste | Fin |
|---|---|---|
Goelzer Investment Management, Inc.
 Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Analyst-Equity | 01/05/2020 |
Formation de Austin Joseph Crites
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Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Finance |
Marian University
 Marian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BCGM Wealth Management LLC
BCGM Wealth Management LLC Investment ManagersFinance Gettings Reed Financial provides proprietary investment strategies personalized to the needs and goals of each individual client. The firm creates diversified portfolios designed to maximize return per unit of risk assumed. They diversify portfolios by asset class, location, and sector and have a set of guidelines defining maximum position size within a given portfolio. Fund categories include Large-Cap, Mid-Cap, Small-Cap, International, and Emerging Market equities, multiple Fixed Income categories, and alternative or non-correlated assets. | Finance |
