Profilo
Mr. Charles P.
Boinske, CFA, is a President at Independence Advisors LLC.
He oversees Independence Advisors strategic direction and portfolio management process.
He co-founded Independence Advisors, Inc., the predecessor to Independence Advisors, LLC.
He has experience over 30 years in the investment management industry.
Mr. Boinske was previously employed as a Vice President by Valley Forge Asset Management Corp.
and an Assistant Vice President by Kidder, Peabody & Co., Inc.
He received his B.S.
in Economics from the Pennsylvania State University.
He earned the Chartered Financial Analyst designation.
He is a member of the New York Society of Security Analysts, the CFA Society of Philadelphia, the Wealth Management Council, the Wealth Management Exchange, and the CFA Institute.
Precedenti posizioni note di Chas Boinske
| Società | Posizione | Fine |
|---|---|---|
Independence Advisors LLC
 Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Amministratore Delegato | 31/12/2020 |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Corporate Officer/Principal | 31/05/1993 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | 31/12/1988 |
Formazione di Chas Boinske
| The Pennsylvania State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Independence Advisors LLC
Independence Advisors LLC Investment ManagersFinance Independence Advisors LLC is a wealth management firm headquartered in Wayne, Pennsylvania. The firm was founded by Charles (Chas) Boinske and James D. Brown in 2010. They are a subsidiary of Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Independence Advisors provides investment advice to high net-worth individuals, pension and profit-sharing plans, trusts, estates and non-profit organizations, corporations and other business entities. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | Finance |
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