![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
Nessuna posizione attualmente
Profilo
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.
Precedenti posizioni note di Alex Barth Katz
| Società | Posizione | Fine |
|---|---|---|
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. | Corporate Officer/Principal | 01/01/2018 |
TBC, Inc.
 TBC, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and public relations services | Corporate Officer/Principal | - |
The Campbell Group
 The Campbell Group Insurance Brokers/ServicesFinance Provides insurance services | Corporate Officer/Principal | - |
Formazione di Alex Barth Katz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
