Paul F. Spitznagel
Plus aucun poste en cours
Profil
Mr. Spitznagel directs portfolio management and investment strategy for the firm.
He serves as a portfolio manager for client relationships.
Prior to co-founding Councilmark Asset Management, Mr. Spitznagel was a Partner and Portfolio Manager with Martin & Company Investment Counsel located in Knoxville, Tennessee.
His responsibilities included Equity Strategy and Balanced Portfolio Management.
Before coming to Knoxville, Mr. Spitznagel was a member of the Asset Strategy Committee for Bank South Corporation's Trust Investment Group in Atlanta, Georgia, and managed Bank South's Georgia Municipal Bond Fund for Personal Trusts.
Mr. Spitznagel holds a BA in Economics from Emory University and has received the professional designation of Chartered Financial Analyst (CFA).
He serves numerous charitable and community organizations.
Anciens postes connus de Paul F. Spitznagel
Sociétés | Poste | Fin |
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Councilmark Asset Management LLC
Councilmark Asset Management LLC Investment ManagersFinance Councilmark Asset Management LLC (Councilmark) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. Councilmark was founded by Daniel Pettway in 1999. Councilmark offers management, service, and reporting for individuals, family trusts, foundations, charitable organizations, and corporations. | Directeur en chef des Investissements | 01/01/2006 |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Councilmark Asset Management LLC
Councilmark Asset Management LLC Investment ManagersFinance Councilmark Asset Management LLC (Councilmark) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Knoxville, Tennessee. Councilmark was founded by Daniel Pettway in 1999. Councilmark offers management, service, and reporting for individuals, family trusts, foundations, charitable organizations, and corporations. | Finance |