![Brad Van Aken](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>)
Profil
Mr. Bradley S.
Van Aken is a Chief Compliance Officer at Agate Pass Investment Management LLC.
He manages a variety of portfolios in trusts, individual agency, and retirement accounts.
He has over 20 years of investment experience.
Prior to joining Agate Pass, Mr. Van Aken was a Senior Portfolio Manager with HighMark Capital, the investment arm of Union Bank.
He started his financial career in Chicago with Security Capital Group, a global real estate investment company that specialized in real estate investment trusts (REITs).
He holds the Accredited Wealth Management Advisor designation from the College of Financial Planning.
Postes actifs de Brad Van Aken
| Sociétés | Poste | Début |
|---|---|---|
Agate Pass Investment Management LLC
 Agate Pass Investment Management LLC Investment ManagersFinance Agate develops and recommends investment strategies based on each client's goals, investment experience, time horizon, tolerance for risk, and tax situation. The firm’s equity investment strategy focuses on quality and growth-at-a-reasonable-price (GARP). They build and manage portfolios that are diversified across economic sectors. Their fundamental research pays close attention to quality characteristics such as strong balance sheets, above average returns on shareholder’s equity, and positive cash generating abilities. Agate searches for companies that have a proven ability to grow revenues and earnings over a long-time horizon. For fixed income investments, the firm diversifies portfolios with investment grade bonds determined in part by tax parameters. To minimize risk, long-term maturities are avoided. | Directeur Général | 01/01/2011 |
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| Entreprise privées | 1 |
|---|---|
Agate Pass Investment Management LLC
Agate Pass Investment Management LLC Investment ManagersFinance Agate develops and recommends investment strategies based on each client's goals, investment experience, time horizon, tolerance for risk, and tax situation. The firm’s equity investment strategy focuses on quality and growth-at-a-reasonable-price (GARP). They build and manage portfolios that are diversified across economic sectors. Their fundamental research pays close attention to quality characteristics such as strong balance sheets, above average returns on shareholder’s equity, and positive cash generating abilities. Agate searches for companies that have a proven ability to grow revenues and earnings over a long-time horizon. For fixed income investments, the firm diversifies portfolios with investment grade bonds determined in part by tax parameters. To minimize risk, long-term maturities are avoided. | Finance |
