Scott William Loyek
Gestionnaire de Portefeuille-Actions chez Triangle Securities Wealth Management, Inc.
Profil
Mr. Scott W.
Loyek, CFA, is a Managing Director & Portfolio Manager at Triangle Securities Wealth Management, Inc. As a member of the Analytical Team, he consults with the firm's clients and their relationship managers to implement their financial plans through building diverse portfolios of high quality, low cost investments relative to their individual goals.
He helps clients to gain better understanding and peace of mind in a complex and often confusing world.
He strives to bring patience and objectivity to the investment process on a daily basis in order to avoid the destructive impact emotional reactions can have on financial decisions.
Mr. Loyek was previously employed as a Relationship Manager by Oak Value Capital Management, Inc. and a Manager by O'Brien Management LLC.
He received his undergraduate degree from Wake Forest University.
Postes actifs de Scott William Loyek
| Sociétés | Poste | Début |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Gestionnaire de Portefeuille-Actions | 01/08/2008 |
Anciens postes connus de Scott William Loyek
| Sociétés | Poste | Fin |
|---|---|---|
Oak Value Capital Management, Inc.
 Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Sales & Marketing | 31/12/2005 |
O'Brien Wealth Partners LLC
 O'Brien Wealth Partners LLC Investment ManagersFinance O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits. | Corporate Officer/Principal | 31/12/2002 |
Formation de Scott William Loyek
| Wake Forest University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Founded in 1986 by David R. Carr, Jr. and the late George W. Brumley III, Oak Value Capital Management, Inc. is a registered investment advisor located in Chapel Hill, North Carolina. The firm manages individual portfolios for institutions and high net-worth individuals and operates as a sub-adviser for several financial intermediaries. They also serve as the investment advisor for the Oak Value Fund. | Finance |
O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC Investment ManagersFinance O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits. | Finance |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
