Profil
Mr. Peter W.
Tuz, CFA MBA, is a President, Director & Portfolio Manager at Chase Investment Counsel Corp.
He is on the Board of Directors at Chase Investment Counsel Corp.
and Investment Adviser Association.
He is a trustee for Ripon College and a Member of its investment committee and is a Member of the Board of Governors of the Investment Adviser's Association.
Before joining the firm in 1997, Mr. Tuz has over 10 years of experience as a senior analyst and officer with two NYSE member firms.
He earned his BA from Ripon College, an MA from the University of Missouri, and an MBA from Tulane University.
He is a CFA charter holder.
He is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers and serves on the Investment Company Institute's small funds committee.
Postes actifs de Peter William Tuz
| Sociétés | Poste | Début |
|---|---|---|
Chase Investment Counsel Corp.
Chase Investment Counsel Corp. Investment ManagersFinance Chase is an active, growth-at-a-reasonable-price (GARP) manager that follows a two-pronged approach to selecting investments. The firm uses a bottom-up approach to choose the stocks in their portfolios. Individual portfolios are constructed and maintained based on client’s situation and objectives. Typically, their portfolio is invested in 30-45 stocks (large-cap) or 35-55 stocks (mid-cap/all-cap). As a result, each holding has a significant weight in a client’s portfolio and only the best candidates are considered for purchase. | President | 01/01/1997 |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Directeur/Membre du Conseil | - |
Anciens postes connus de Peter William Tuz
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/1996 |
Howard Weil Labouisse Friedrichs, Inc.
Howard Weil Labouisse Friedrichs, Inc. Investment Banks/BrokersFinance Provides securities and commodities services | Corporate Officer/Principal | 31/12/1990 |
Formation de Peter William Tuz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Chase Investment Counsel Corp.
Chase Investment Counsel Corp. Investment ManagersFinance Chase is an active, growth-at-a-reasonable-price (GARP) manager that follows a two-pronged approach to selecting investments. The firm uses a bottom-up approach to choose the stocks in their portfolios. Individual portfolios are constructed and maintained based on client’s situation and objectives. Typically, their portfolio is invested in 30-45 stocks (large-cap) or 35-55 stocks (mid-cap/all-cap). As a result, each holding has a significant weight in a client’s portfolio and only the best candidates are considered for purchase. | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Howard Weil Labouisse Friedrichs, Inc.
Howard Weil Labouisse Friedrichs, Inc. Investment Banks/BrokersFinance Provides securities and commodities services | Finance |
Tulane University (Louisiana)
Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ripon College
Ripon College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Investment Adviser Association
Investment Adviser Association Miscellaneous Commercial ServicesCommercial Services Operates not-for-profit association that exclusively represents the interests of federally registered investment advisory firms | Commercial Services |
















