Frank William Siegel
Membre du Comité d'Investissement chez J.W. Coons Advisors LLC
Profil
Mr. Frank W.
Siegel, CFA MBA, is a Senior Portfolio Manager at J.W.
Coons Advisors LLC.
He is a member of the Investment Policy Committee.
He manages investment portfolios and provides financial consulting services, primarily to high net worth individuals and families.
Prior to joining the firm in 2012, Mr. Siegel was Chief Operating Officer and Chief Compliance Officer for Columbus Investment Advisory, Inc., where he managed client portfolios from 2003 to 2012.
Prior to 2003, he served in various senior roles at B.C.
Ziegler and Company, Fifth Third Bank, the Ohio Company and The Huntington National Bank.
He holds a Bachelor of Arts degree in Economics from Otterbein College and a Master of Business Administration degree from Xavier University.
He is a CFA charter holder.
Postes actifs de Frank William Siegel
| Sociétés | Poste | Début |
|---|---|---|
J.W. Coons Advisors LLC
 J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Membre du Comité d'Investissement | 01/01/2012 |
Anciens postes connus de Frank William Siegel
| Sociétés | Poste | Fin |
|---|---|---|
Columbus Investment Advisory, Inc.
 Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Corporate Officer/Principal | 01/01/2012 |
Formation de Frank William Siegel
| Otterbein College | Undergraduate Degree |
| Xavier University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
J.W. Coons Advisors LLC
J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Finance |
Columbus Investment Advisory, Inc.
Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Finance |
