![Joel T. Hassler](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>)
Joel T. Hassler
President på
Charter Capital Management LLC (Wisconsin)
Profil
Mr. Joel T.
Hassler, CFA, is a President & Principal at Charter Capital Management LLC (Wisconsin).
He is Analyst and Portfolio Manager for the firm.
While at Charter Capital he earned the CFA (Chartered Financial Analyst).
Mr. Hassler brings over 30 years of industry experience to the firm.
Mr. Hassler was previously employed as an Associate Analyst by Kemper Securities, Inc.
He received his B.B.A. in Finance from the University of Wisconsin.
Aktiva positioner av Joel T. Hassler
| Företag | Position | Start |
|---|---|---|
Charter Capital Management LLC (Wisconsin)
 Charter Capital Management LLC (Wisconsin) Investment ManagersFinance CCM utilizes a strategic (long-term) asset allocation approach in the structuring of portfolios and a growth-at-reasonable-prices (GARP) approach for individual stock selection. The firm structures portfolios by way of a process that emphasizes asset allocation, tax efficiency, control of expenses, and strict criteria for selecting fund managers. They aim to develop a portfolio that will provide projected long-term returns and a degree of volatility that is commensurate with the client’s return expectations and risk constraints. CCM achieves this by utilizing passively managed index funds and exchange traded funds and adds in actively managed funds and stocks to take advantage of market inefficiencies and opportunities. | President | 1993-04-01 |
Tidigare kända positioner av Joel T. Hassler
| Företag | Position | Slut |
|---|---|---|
Kemper Securities, Inc.
 Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Företagsledare/Principal | 1992-12-31 |
Joel T. Hasslers utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
96
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Charter Capital Management LLC (Wisconsin)
Charter Capital Management LLC (Wisconsin) Investment ManagersFinance CCM utilizes a strategic (long-term) asset allocation approach in the structuring of portfolios and a growth-at-reasonable-prices (GARP) approach for individual stock selection. The firm structures portfolios by way of a process that emphasizes asset allocation, tax efficiency, control of expenses, and strict criteria for selecting fund managers. They aim to develop a portfolio that will provide projected long-term returns and a degree of volatility that is commensurate with the client’s return expectations and risk constraints. CCM achieves this by utilizing passively managed index funds and exchange traded funds and adds in actively managed funds and stocks to take advantage of market inefficiencies and opportunities. | Finance |
Kemper Securities, Inc.
Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
