![Alex Barth Katz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Alex Barth Katz
Inga fler pågående positioner
Profil
Alex Barth Katz worked as a Principal at TBC, Inc. and The Campbell Group.
He also worked as a Vice President-Business Development at Opes Advisors, Inc. from 2012 to 2018.
He completed his undergraduate degree from Dartmouth College.
Tidigare kända positioner av Alex Barth Katz
| Företag | Position | Slut |
|---|---|---|
Opes Advisors, Inc.
 Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Företagsledare/Principal | 2018-01-01 |
TBC, Inc.
 TBC, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and public relations services | Företagsledare/Principal | - |
The Campbell Group
 The Campbell Group Insurance Brokers/ServicesFinance Provides insurance services | Företagsledare/Principal | - |
Alex Barth Katzs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
8
Första gradens relationer
4
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TBC, Inc.
TBC, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and public relations services | Commercial Services |
The Campbell Group
The Campbell Group Insurance Brokers/ServicesFinance Provides insurance services | Finance |
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Finance |
