Chris Dautrich
Fondateur chez Stillwater Capital Advisors LLC
Profil
Mr. Christopher C.
Dautrich is Founding Member at Stillwater Capital Advisors LLC.
Mr. Dautrich began his career with Virginia Asset Management and later worked with the Vanguard Group in the retirement plan division.
He also served as a Portfolio Manager with Girard Partners in King of Prussia and then with Smith Barney.
Mr. Dautrich received his Bachelor's degree in Finance from the University of Richmond's E.
Claiborne Robbins School of Business.
He is a Certified Financial Planner (CFP).
Postes actifs de Chris Dautrich
Sociétés | Poste | Début |
---|---|---|
Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC Investment ManagersFinance Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds. | Fondateur | 01/01/2009 |
Anciens postes connus de Chris Dautrich
Sociétés | Poste | Fin |
---|---|---|
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Gestionnaire de Portefeuille-Actions | - |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Formation de Chris Dautrich
University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 4 |
---|---|
Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC Investment ManagersFinance Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Smith Barney & Co., Inc. | Finance |