Profil
Kevin J.
Zuch worked as a Trader & Research Analyst at Hokanson Associates, Inc. from 2012 to 2015.
Prior to that, he worked as a Financial Analyst at Parametric Portfolio Associates LLC from 2005 to 2007.
He also worked as a Research Analyst & Trader at Aspiriant LLC.
Mr. Zuch earned an undergraduate degree from American InterContinental University System, Inc. in 2007.
Anciens postes connus de Kevin J. Zuch
| Sociétés | Poste | Fin |
|---|---|---|
Hokanson Associates, Inc.
 Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Analyst-Equity | 31/12/2015 |
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Corporate Officer/Principal | 01/06/2007 |
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Analyst-Equity | - |
Formation de Kevin J. Zuch
| American InterContinental University System, Inc. | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Hokanson Associates, Inc.
Hokanson Associates, Inc. Investment ManagersFinance Founded in 1987, Hokanson Associates is a registered investment advisor located in Solana Beach, California. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |