Profilo
Mr. Brian A. Voss was previously a Senior Vice President & Regional Director at NBT Capital Management, Inc. Since joining NBT, he has managed a diverse team including Financial Consultants, Investment Managers as well as Insurance and Financial Planning professionals.
He received his Bachelor of Science degree in Applied Economics and Management degree from Cornell University.
Precedenti posizioni note di Brian Voss
| Società | Posizione | Fine |
|---|---|---|
NBT Capital Management, Inc.
NBT Capital Management, Inc. Investment ManagersFinance NBTCM’s primary investment strategy used on client accounts is a strategic asset class allocation utilizing a Core and Explore approach. The portfolio Core component is built first, using primarily passively managed index and exchange-traded funds. The Explore component is then built by using both actively managed and passively managed mutual funds, exchange-traded funds and, in some cases, individual stocks. | Amministratore Delegato | - |
Formazione di Brian Voss
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 2 |
|---|---|
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NBT Capital Management, Inc.
NBT Capital Management, Inc. Investment ManagersFinance NBTCM’s primary investment strategy used on client accounts is a strategic asset class allocation utilizing a Core and Explore approach. The portfolio Core component is built first, using primarily passively managed index and exchange-traded funds. The Explore component is then built by using both actively managed and passively managed mutual funds, exchange-traded funds and, in some cases, individual stocks. | Finance |
















