Roger Scott Balser
Directeur Général chez Balser Wealth Management LLC
Postes actifs de Roger Scott Balser
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Balser Wealth Management LLC
 Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Directeur Général | 01/01/2005 | - |
| Directeur en chef des Investissements | 02/09/2009 | - | |
| Compliance Officer | 01/01/2005 | - | |
| Fondateur | 01/01/2005 | - | |
| President | 01/01/2005 | - |
Historique de carrière de Roger Scott Balser
Anciens postes connus de Roger Scott Balser
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | 31/12/2004 | 31/12/2004 |
| Smith Barney & Co., Inc. | Consultant / Advisor | 31/12/1999 | 31/12/1999 |
| E. F. Hutton & Co. | Corporate Officer/Principal | 31/12/1988 | 31/12/1988 |
Community West Foundation
 Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Corporate Officer/Principal | 02/09/2009 | - |
Formation de Roger Scott Balser
| University of Pittsburgh | Graduate Degree |
| Baldwin-Wallace College | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 8 |
Opérationnelle
| Corporate Officer/Principal | 3 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectorielle
| Finance | 5 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |
| E. F. Hutton & Co. | Finance |
| Smith Barney & Co., Inc. | Finance |
Community West Foundation
Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Community West Foundation supports organizations that provides the basic needs of food, clothing, shelter, and medical care to the most needy in and around Western Cuyahoga County, Ohio. The company is headquartered in Westlake, OH. | Miscellaneous |
Balser Wealth Management LLC
Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management LLC is an independent, SEC-registered investment advisor headquartered in Avon, Ohio. The firm was founded by Roger S. Balser in 2005 and provides fee-based investment advisory services for retail stock market investors and company retirement plan participants. | Finance |
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