Philip Allan Voelker
Directeur en chef des Investissements chez Advanced Asset Management Advisors, Inc.
Profil
Mr. Philip A.
Voelker is a Chief Investment Officer at Advanced Asset Management Advisors, Inc. (AAMA).
He directs and manages AAMA’s investment policy and strategy.
With nearly four decades of experience managing securities portfolios.
Mr. Voelker has pursued and secured a broad spectrum of objectives from short-term cash management to aggressive growth of investments.
Before joining AAMA, Mr. Voelker served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio.
He is a cum laude graduate of The Ohio State University.
Postes actifs de Philip Allan Voelker
| Sociétés | Poste | Début |
|---|---|---|
Advanced Asset Management Advisors, Inc.
 Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations. | Directeur en chef des Investissements | 01/11/2001 |
Anciens postes connus de Philip Allan Voelker
| Sociétés | Poste | Fin |
|---|---|---|
Meeder Asset Management, Inc.
 Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Directeur en chef des Investissements | 01/01/2001 |
Pacific Financial Group LLC
 Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Gestionnaire de Portefeuille-Actions | - |
Formation de Philip Allan Voelker
| The Ohio State University | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Advanced Asset Management Advisors, Inc.
Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations. | Finance |
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Finance |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Finance |
