Profil
Mr. Chad M.
Imgrund is a Senior Research Analyst at Tower Bridge Advisors, Inc. He is a member of the firm’s Research and Investment Committees.
Prior to joining Tower Bridge Advisors, Mr. Imgrund spent nine years at Sterling Advisors and Valley Forge Asset Management, one of its predecessor firms.
Most recently, he served as Vice President & Portfolio Manager, supervising the trading department and covering the Energy sector for the firm’s Equity Investment Committee.
Mr. Imgrund received a BA degree in Finance from Cedarville University in 2007.
Postes actifs de Chad Michael Imgrund
| Sociétés | Poste | Début |
|---|---|---|
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance TBA manages equity and fixed income portfolios comprised of individual stocks and bonds. Their rigorous investment process results in customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of their investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. TBA’s core equity holdings will be a diversified portfolio of individual securities chosen based on a philosophy of growth at a reasonable price (GARP), possibly supplemented with passively managed index and ETFs that support complementary disciplines. For the fixed-income portion of portfolios, the firm buys investment-grade bonds in laddered maturities. | Analyst-Equity | 01/05/2016 |
Anciens postes connus de Chad Michael Imgrund
| Sociétés | Poste | Fin |
|---|---|---|
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Gestionnaire de Portefeuille-Actions | 01/03/2016 |
Formation de Chad Michael Imgrund
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance TBA manages equity and fixed income portfolios comprised of individual stocks and bonds. Their rigorous investment process results in customized asset allocation for each client. Each client’s portfolio is constructed of 35-40 stocks which represent the best ideas of their investment team, and an appropriate allocation to bonds to achieve the client’s requirement for income and stability. TBA’s core equity holdings will be a diversified portfolio of individual securities chosen based on a philosophy of growth at a reasonable price (GARP), possibly supplemented with passively managed index and ETFs that support complementary disciplines. For the fixed-income portion of portfolios, the firm buys investment-grade bonds in laddered maturities. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management is a value manager that specializes in equity, balanced and fixed-income management on an individual account basis. The firm's core investment philosophy seeks growth at a reasonable price using mostly large cap (market value of $10 billion or more) securities to provide short-term preservation of principal and long-term growth of assets. This disciplined investment process is designed to manage risk at every opportunity through portfolio diversification and active management. | Finance |
Cedarville University, Inc.
Cedarville University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















