David Alexander Batchelder
Gestionnaire de Portefeuille-Actions chez Sentinel Pension Advisors, Inc.
Profil
Mr. David A.
Batchelder, CFA, is a Senior Investment Officer at Sentinel Pension Advisors, Inc.
Prior to joining Sentinel Benefits Group, Inc., He held portfolio management and various analyst positions with several firms including Measured Wealth Financial Group, Inc. and Mackensen & Co, Inc., both located in New Hampshire.He received his undergraduate degree from the University of New Hampshire and an MBA from Southern New Hampshire University.
Postes actifs de David Alexander Batchelder
| Sociétés | Poste | Début |
|---|---|---|
Sentinel Pension Advisors, Inc.
 Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Gestionnaire de Portefeuille-Actions | 01/06/2015 |
Formation de David Alexander Batchelder
| University of New Hampshire | Undergraduate Degree |
| Southern New Hampshire University | Masters Business Admin |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Finance |
