Pat Sizemore

Directeur Général chez Strategic Wealth Management, Inc.

Profil

Mr. Patrick L.
Sizemore is a Chief Executive Officer, President & Chief Compliance Officer at Strategic Wealth Management, Inc. He founded Strategic Wealth Management in 1988.
He serves as the company Chief Investment Officer with a constant eye to macro-economics, geopolitical activity and broad general market trends.
He also plays a key role in SWM’s Capital Markets and Money Manager/Fund Review Committees.
He is also the firm’s Chief Compliance Officer and is constantly monitoring client relations, trading, internal disciplines and operations.
Mr. Sizemore spent almost a decade in management with what was then, the nation’s largest insurance company, before leaving in 1980 to specialize in the pension and employee benefits consulting areas.
He was an owner of a pension administration and consulting firm, and has consulted on qualified retirement plans and the investment of retirement and trust assets for over three decades.
He has extensive working knowledge of plan design and administration and trustee investments.
He is a frequent speaker on the topics of proper investment policy design and proper allocation and diversification of investment assets.
He served with the U.S.
Marine Corps in Vietnam.
Mr. Sizemore attended the University of Oregon.

Postes actifs de Pat Sizemore

Sociétés	Poste	Début
Strategic Wealth Management, Inc.	Directeur Général	01/01/1988

Anciens postes connus de Pat Sizemore

Sociétés	Poste	Fin
Prudential Insurance Co. of America /Insurance Ops/	Corporate Officer/Principal	31/12/1980
United States Marine Corps	Corporate Officer/Principal	-