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Profil
Mr. Dana G.
Sippel, CPA, is Relationship Manager at West Financial Services, Inc.
Mr. Sippel was employed by Burt Associates, Inc., Regardie, Brooks & Lewis, Harris SBSB, and US Trust.
Mr. Sippel received his BS in Accounting from the University of Maryland - Robert H.
Smith School of Business.
Anciens postes connus de Dana George Sippel
| Sociétés | Poste | Fin |
|---|---|---|
Burt Associates, Inc.
 Burt Associates, Inc. Investment ManagersFinance Burt Wealth Advisors employs a conservative, balanced, and disciplined approach to investing that aims to help clients meet their goals while minimizing their risk. The firm’s investment committee makes investment selections based upon extensive market analysis, research and due diligence. Investment portfolios generally include multiple asset classes purchased through individual securities, low-cost mutual funds and exchange traded funds. | Corporate Officer/Principal | 01/01/1992 |
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestionnaire de Portefeuille-Actions | - |
Formation de Dana George Sippel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Burt Associates, Inc.
Burt Associates, Inc. Investment ManagersFinance Burt Wealth Advisors employs a conservative, balanced, and disciplined approach to investing that aims to help clients meet their goals while minimizing their risk. The firm’s investment committee makes investment selections based upon extensive market analysis, research and due diligence. Investment portfolios generally include multiple asset classes purchased through individual securities, low-cost mutual funds and exchange traded funds. | Finance |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Robert H. Smith School of Business
 Robert H. Smith School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
