Michael Allende
Analyst-Equity chez Castle Wealth Management LLC
Profil
Mr. Michael Allende is a Financial Research Assistant at Castle Wealth Management LLC.
He works closely with the firm’s portfolio manager and financial planners providing reports and detailed investment research.
His responsibilities include compiling daily and quarterly reports, researching and monitoring the firm’s investments, and working with the firm’s allocation models.
He earned his Bachelor of Business Administration in Economics from the University of North Florida.
He also earned his Master of Business Administration with a concentration in Finance from the University of North Florida in 2016.
Postes actifs de Michael Allende
| Sociétés | Poste | Début |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Analyst-Equity | 01/06/2020 |
Formation de Michael Allende
| University of North Florida | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
