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Frank William Siegel
Membro del Comitato di Investimento presso J.W. Coons Advisors LLC
Profilo
Mr. Frank W.
Siegel, CFA MBA, is a Senior Portfolio Manager at J.W.
Coons Advisors LLC.
He is a member of the Investment Policy Committee.
He manages investment portfolios and provides financial consulting services, primarily to high net worth individuals and families.
Prior to joining the firm in 2012, Mr. Siegel was Chief Operating Officer and Chief Compliance Officer for Columbus Investment Advisory, Inc., where he managed client portfolios from 2003 to 2012.
Prior to 2003, he served in various senior roles at B.C.
Ziegler and Company, Fifth Third Bank, the Ohio Company and The Huntington National Bank.
He holds a Bachelor of Arts degree in Economics from Otterbein College and a Master of Business Administration degree from Xavier University.
He is a CFA charter holder.
Posizioni attive di Frank William Siegel
Società | Posizione | Inizio |
---|---|---|
J.W. Coons Advisors LLC
![]() J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Membro del Comitato di Investimento | 01/01/2012 |
Precedenti posizioni note di Frank William Siegel
Società | Posizione | Fine |
---|---|---|
Columbus Investment Advisory, Inc.
![]() Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Corporate Officer/Principal | 01/01/2012 |
Formazione di Frank William Siegel
Xavier University | Masters Business Admin |
Otterbein 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 |
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J.W. Coons Advisors LLC
![]() J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Finance |
Columbus Investment Advisory, Inc.
![]() Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Finance |
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