![Phil Koch](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>)
Profil
Mr. Phil Koch is an Associate Portfolio Manager at Castle Wealth Management.
He joined Castle Wealth Management in 2006.
Mr. Koch has a B.B.A. from Florida Atlantic University with a major in Finance.
Tidigare kända positioner av Phil Koch
| Företag | Position | Slut |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Analyst-Equity | 2015-05-08 |
Phil Kochs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
3
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Florida Atlantic University
 Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Finance |
