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Michael Joseph Woeppel
Plus aucun poste en cours
Profil
Mr. Michael J.
Woeppel, CFA, is a Director & Analyst at Barrington Strategic Wealth Management Group LLC.
Prior to joining Barrington Strategic Wealth Management Group LLC in November 2009, Mr. Woeppel was employed as Benefits Analyst by Hewitt Associates and Research Assistant by Astor Asset Management LLC.
Mr. Woeppel received his BS in Finance from Northern Illinois University and MA in Economics from the University of Illinois.
He is also a Chartered Financial Analyst.
Anciens postes connus de Michael Joseph Woeppel
| Sociétés | Poste | Fin |
|---|---|---|
Barrington Strategic Wealth Management Group LLC
 Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Barrington Strategic Wealth Management Group employs a combination of top-down macroeconomic research and bottom-up fundamental research to select investments. The firm continually evaluates domestic and global economies and markets. Strategies include: All Cap Value, Growth & Value Blend, High Dividend, the Diversifier, Fixed Income and the Comprehensive Strategy. The All Cap Value strategy invests in stocks with market-caps of $200 million to over $50 billion. Barrington looks for companies whose shares trade at a significant discount to their estimate of intrinsic value. Companies should have strong cash flows and an identifiable catalyst to unlock value. The investment horizon is 3-5 years. The Growth & Value Blend strategy seeks to reduce portfolio volatility by incorporating varying market-caps and both growth and value investment styles. The High Dividend strategy invests in equity securities of companies that pay relatively high dividends as measured by yields. Stability and/or growth of dividends and dividend yield may also be considered. The strategy invests across a broad range of market-caps. It is designed for investors who can benefit from the lower federal income tax rates applicable to dividends and/or long term capital gains. Investments are diversified across sectors and industries. Barrington's Diversifier strategy provides exposure to many asset classes such as global equities (growth, value, eclectic, small, mid and large cap); global bonds (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals; currencies; short and long/short funds and other strategies. Investments are made mainly through mutual funds and ETFs. Barrington manages both taxable and tax-exempt fixed income portfolios. Investments include Municipals, Treasuries, Corporates, Agencies, MBS, Global, High Yield and Floating Rate securities. They invest across the maturity spectrum with a bias towards an intermediate duration. Barrington's Comprehensive Mutual Fund strategy is a balanced strategy that invests in a diverse portfolio with exposure to US equities, fixed income, and other asset classes such as global equities, global bonds, precious & industrial metals, currency; and short and/or long/short funds. Investments are made primarily through mutual funds and ETFs. | Analyst-Equity | 01/08/2015 |
Hewitt Associates
 Hewitt Associates Miscellaneous Commercial ServicesCommercial Services Provides benefits outsourcing services | Corporate Officer/Principal | - |
Astor Asset Management LLC
 Astor Asset Management LLC Investment ManagersFinance Astor Asset Management's long/short investment strategy is offered through separately managed accounts that seek positive returns regardless of market direction or conditions. In managing this program, the firm analyzes macro-economic indicators as they relate to the broader equity indexes and positions portfolios according to the long-term economic trend. They use broad market indices as a surrogate for the economy, as well as several actively managed strategies. By analyzing various economic indicators as they relate to equity prices, Astor has created a model that indicates if the market is undervalued or overvalued as it relates to the general economy. When the indicators signal a shift in the broader market trend, the firm attempts to capitalize on the trend by buying or selling equity products that track the S&P 500 and NASDAQ 100. Astor does not intend to engage in frequent trading. They review the economic data on a monthly basis but prefer to hold on to positions until a shift in the fundamentals presents itself and is confirmed. Their management style focuses on the overall markets and the economy rather than individual stocks. It is Astor's belief that a buy-and-hold manager that invests in individual stocks has inherent limitations due to the fact that they must identify and buy undervalued stocks, even if economic conditions do not warrant an appreciating stock market. In addition, Astor believes that the broader market averages present a greater opportunity to more efficiently take advantage of underlying economic conditions. Their approach is designed to allow them to efficiently allocate positions using ETFs that represent the entire market and can be executed in a single trade. | Corporate Officer/Principal | - |
Formation de Michael Joseph Woeppel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Barrington Strategic Wealth Management Group LLC
Barrington Strategic Wealth Management Group LLC Investment ManagersFinance Barrington Strategic Wealth Management Group employs a combination of top-down macroeconomic research and bottom-up fundamental research to select investments. The firm continually evaluates domestic and global economies and markets. Strategies include: All Cap Value, Growth & Value Blend, High Dividend, the Diversifier, Fixed Income and the Comprehensive Strategy. The All Cap Value strategy invests in stocks with market-caps of $200 million to over $50 billion. Barrington looks for companies whose shares trade at a significant discount to their estimate of intrinsic value. Companies should have strong cash flows and an identifiable catalyst to unlock value. The investment horizon is 3-5 years. The Growth & Value Blend strategy seeks to reduce portfolio volatility by incorporating varying market-caps and both growth and value investment styles. The High Dividend strategy invests in equity securities of companies that pay relatively high dividends as measured by yields. Stability and/or growth of dividends and dividend yield may also be considered. The strategy invests across a broad range of market-caps. It is designed for investors who can benefit from the lower federal income tax rates applicable to dividends and/or long term capital gains. Investments are diversified across sectors and industries. Barrington's Diversifier strategy provides exposure to many asset classes such as global equities (growth, value, eclectic, small, mid and large cap); global bonds (government and corporate, mid, high and lower quality, step-ups, TIPS and ordinary notes and bonds); precious and industrial metals; currencies; short and long/short funds and other strategies. Investments are made mainly through mutual funds and ETFs. Barrington manages both taxable and tax-exempt fixed income portfolios. Investments include Municipals, Treasuries, Corporates, Agencies, MBS, Global, High Yield and Floating Rate securities. They invest across the maturity spectrum with a bias towards an intermediate duration. Barrington's Comprehensive Mutual Fund strategy is a balanced strategy that invests in a diverse portfolio with exposure to US equities, fixed income, and other asset classes such as global equities, global bonds, precious & industrial metals, currency; and short and/or long/short funds. Investments are made primarily through mutual funds and ETFs. | Finance |
Hewitt Associates
Hewitt Associates Miscellaneous Commercial ServicesCommercial Services Provides benefits outsourcing services | Commercial Services |
Astor Asset Management LLC
Astor Asset Management LLC Investment ManagersFinance Astor Asset Management's long/short investment strategy is offered through separately managed accounts that seek positive returns regardless of market direction or conditions. In managing this program, the firm analyzes macro-economic indicators as they relate to the broader equity indexes and positions portfolios according to the long-term economic trend. They use broad market indices as a surrogate for the economy, as well as several actively managed strategies. By analyzing various economic indicators as they relate to equity prices, Astor has created a model that indicates if the market is undervalued or overvalued as it relates to the general economy. When the indicators signal a shift in the broader market trend, the firm attempts to capitalize on the trend by buying or selling equity products that track the S&P 500 and NASDAQ 100. Astor does not intend to engage in frequent trading. They review the economic data on a monthly basis but prefer to hold on to positions until a shift in the fundamentals presents itself and is confirmed. Their management style focuses on the overall markets and the economy rather than individual stocks. It is Astor's belief that a buy-and-hold manager that invests in individual stocks has inherent limitations due to the fact that they must identify and buy undervalued stocks, even if economic conditions do not warrant an appreciating stock market. In addition, Astor believes that the broader market averages present a greater opportunity to more efficiently take advantage of underlying economic conditions. Their approach is designed to allow them to efficiently allocate positions using ETFs that represent the entire market and can be executed in a single trade. | Finance |
Northern Illinois University
 Northern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
