Profil
Rodger Isom worked as a Portfolio Manager at West Financial Services, Inc. from 2018 to 2023.
He completed his undergraduate degree at Virginia Tech Graduate School.
Anciens postes connus de Rodger Isom
| Sociétés | Poste | Fin |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Gestionnaire de Portefeuille-Actions | 01/10/2023 |
Formation de Rodger Isom
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Virginia Tech Graduate School
Virginia Tech Graduate School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















