![Erik Robert Edstrom](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Erik Robert Edstrom
Analyst-Equity presso Access Financial Services, Inc.
Profilo
Mr. Erik R.
Edstrom is an Investment Specialist at Access Financial Services, Inc. He joined the firm in February, 2001.
He is primarily responsible for trading, client portfolio analysis and management, reporting, research, and investment related client communication.
He also serves as the firm’s in-house network IT coordinator.
Prior to that, Mr. Edstrom was a financial advisor at Waddell and Reed.
Mr. Edstrom graduated from Gustavus Adolphus College with a degree in Financial Economics.
Posizioni attive di Erik Robert Edstrom
Società | Posizione | Inizio |
---|---|---|
Access Financial Services, Inc.
![]() Access Financial Services, Inc. Investment ManagersFinance Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations. | Analyst-Equity | 01/02/2001 |
Precedenti posizioni note di Erik Robert Edstrom
Società | Posizione | Fine |
---|---|---|
Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Corporate Officer/Principal | 01/02/2001 |
Formazione di Erik Robert Edstrom
Gustavus Adolphus College | 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 | 2 |
---|---|
Waddell & Reed Investment Management Co.
![]() Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
Access Financial Services, Inc.
![]() Access Financial Services, Inc. Investment ManagersFinance Access Financial Services, Inc. (AFS) is an independent wealth management firm and SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by Stephen E. Kairies in 1990. AFS manages individualized portfolios for individuals, institutions, retirement plans and non-profit organizations. | Finance |
- Borsa valori
- Insiders
- Erik Robert Edstrom