![Clifford Peter Haugen](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profilo
Mr. Clifford P.
Haugen, CFA, is a Principal, President & Financial Advisor at BLB&B Advisors LLC.
He specializes in helping individuals, families, and non-profit entities identify and address complex financial and strategic challenges.
In addition to his extensive experience in the securities industry, he is also a business owner, an entrepreneur, and a leader at several educational institutions.
Prior to joining BLB&B in September 2008, Mr. Haugen was the President, CFO and CCO of Rutherford, Brown & Catherwood and the CFO and CCO of Walnut Asset Management.
Prior to working with Walnut, he served as Investment Manager for Haugen Agro, LLLP and co-founded Seedling Group, LLC.
Mr. Haugen is a summa cum laude graduate of The University of Pennsylvania where he obtained an M.S.
in Systems Engineering and concurrent B.S.
degrees in Economics.
Posizioni attive di Clifford Peter Haugen
Società | Posizione | Inizio |
---|---|---|
BLB&B Advisors LLC
![]() BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Presidente | 01/09/2008 |
Precedenti posizioni note di Clifford Peter Haugen
Società | Posizione | Fine |
---|---|---|
Walnut Asset Management LLC
![]() Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Direttore Finanziario/CFO | 31/08/2008 |
Rutherford, Brown & Catherwood LLC
![]() Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Corporate Officer/Principal | - |
Formazione di Clifford Peter Haugen
University of Pennsylvania | Graduate 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 |
---|---|
Walnut Asset Management LLC
![]() Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
BLB&B Advisors LLC
![]() BLB&B Advisors LLC Investment ManagersFinance BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. | Finance |
Rutherford, Brown & Catherwood LLC
![]() Rutherford, Brown & Catherwood LLC Investment ManagersFinance Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA. | Finance |
- Borsa valori
- Insiders
- Clifford Peter Haugen