Randy L. van Rooyen
Membre du Comité d'Investissement chez Trust Point, Inc.
Profil
Mr. Randy L.
van Rooyen, CFA, is a Senior Vice President at Trust Point, Inc. As Senior Vice President, his primary responsibilities involve shaping and communicating the company’s overall investment philosophy and strategies.
Day-to-day, he enjoys meeting with clients to ensure investment strategies are aligned correctly with the client’s goals, and to review performance and economic conditions.
As a member of the leadership team, Mr. van Rooyen has a voice in decisions concerning the company’s management and growth.
As Chairperson of the Investment Committee, he coordinates matters that include selecting and monitoring managers, as well as recommending changes to the company’s investment strategies.
Mr. van Rooyen received his Bachelor of Science in Finance from the University of Wisconsin.
Postes actifs de Randy L. van Rooyen
Sociétés | Poste | Début |
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Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Membre du Comité d'Investissement | 01/05/1998 |
Formation de Randy L. van Rooyen
University of Wisconsin | Undergraduate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Trust Point, Inc.
Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Finance |