Profilo
Mr. Bartel is a native of Chagrin Falls, Ohio.
After graduation from Purdue University with a degree in English Literature, he followed his lifelong passion of sailing and became a professional sailor.
As a professional, Mr. Bartel has many National and Regional titles to his name.
Mr. Bartel joined Merrill Lynch, Pierce, Fenner and Smith Co. in 2003 and rapidly built a Private Client Advisory business.
Mr. Bartel joined Adrian Day Asset Management in late 2007, and currently holds his Series 7 and Series 66 Securities Licenses as well as a Maryland State Life and Health Insurance license.
Mr. Bartel resides in Annapolis, Md.
where he is active in the local sailing community.
Precedenti posizioni note di Clayton W. Bartel
| Società | Posizione | Fine |
|---|---|---|
Global Strategic Management, Inc.
 Global Strategic Management, Inc. Investment ManagersFinance Global Strategic Management, Inc., dba Adrian Day Asset Management (ADAM), is an independent wealth management firm headquartered in Dorado, Puerto Rico. The firm was founded by Adrian Day in 1991. ADAM offers fully discretionary portfolio management services to individuals, families and small institutions. | Presidente | 31/12/2008 |
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 | 1 |
|---|---|
Global Strategic Management, Inc.
Global Strategic Management, Inc. Investment ManagersFinance Global Strategic Management, Inc., dba Adrian Day Asset Management (ADAM), is an independent wealth management firm headquartered in Dorado, Puerto Rico. The firm was founded by Adrian Day in 1991. ADAM offers fully discretionary portfolio management services to individuals, families and small institutions. | Finance |
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- Clayton W. Bartel
