Profil
Mr. Ken Bellinger, CFA MBA, is a Senior Trader at Annex Advisory Services LLC.
Mr. Bellinger was previously employed as a Trader & Analyst by Uniplan Investment Counsel, Inc. Before Annex Wealth Management, he served as an Analyst/Trader for an investment firm where he focused on trading as well as researching opportunities for income portfolios.
He graduated from Cardinal Stritch University with a BA in Mathematics, and later earned his MBA from Carroll University.
He also holds the Chartered Financial Analyst designation.
Postes actifs de Ken Bellinger
| Sociétés | Poste | Début |
|---|---|---|
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Trading-Equity | 01/01/2023 |
Anciens postes connus de Ken Bellinger
| Sociétés | Poste | Fin |
|---|---|---|
Uniplan Investment Counsel, Inc.
 Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Analyst-Equity | 01/01/2023 |
Formation de Ken Bellinger
| Cardinal Stritch College | Undergraduate Degree |
| Carroll University, Inc. | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Uniplan Investment Counsel, Inc.
Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Finance |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
