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Eric Linser
Gestionnaire de Portefeuille-Actions chez
Perigon Wealth Management LLC
Profil
Mr. Eric J.
Linser, CFA, is a Wealth Manager at Perigon Wealth Management LLC.
He received his undergraduate degree from Kent State University (Ohio).
He is a Chartered Financial Analyst and a member of the CFA Society of San Francisco.
Postes actifs de Eric Linser
| Sociétés | Poste | Début |
|---|---|---|
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Gestionnaire de Portefeuille-Actions | 01/02/2021 |
Formation de Eric Linser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Kent State University (Ohio)
 Kent State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
