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Philip Allan Voelker
Directeur en chef des Investissements chez Advanced Asset Management Advisors, Inc.
Postes actifs de Philip Allan Voelker
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - |
Gestionnaire de Portefeuille-Actions | 01/11/2001 | - |
Historique de carrière de Philip Allan Voelker
Anciens postes connus de Philip Allan Voelker
Sociétés | Poste | Début | 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 | 01/01/1974 | 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 | 01/05/2015 | - |
Formation de Philip Allan Voelker
The Ohio State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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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 |
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