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Garren Lindsay Agle
Gestore di Portafoglio-Azioni presso Diversified Management, Inc.
Profilo
Mr. Garren L.
Agle is Vice President, Chief Information Officer & Financial Adviser at Diversified Management, Inc. His responsibilities includes developing and refining financial plans, implementing investment strategies, monitoring investment performance, and helping clients set new financial goals.
He also helps clients with tax preparation and tax planning strategies.
As Manager of Technology, he is responsible for developing the overall technology strategy for the firm and the coordination of all outside technical vendors.
Prior to joining Diversified Management, Mr. Agle worked as a Director of Operations at Cream City Investment Services.
He is a past board member of Habitat for Humanity of Waukesha County.
He graduated from the University of Wisconsin-Whitewater in 2003 with a degree in business administration, majoring in finance.
He is a Certified Financial Planner and a member of the Financial Planning Association.
Posizioni attive di Garren Lindsay Agle
Società | Posizione | Inizio |
---|---|---|
Diversified Management, Inc.
![]() Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Gestore di Portafoglio-Azioni | 01/01/2006 |
Formazione di Garren Lindsay Agle
University of Wisconsin | 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 | 1 |
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Diversified Management, Inc.
![]() Diversified Management, Inc. Investment ManagersFinance Diversified Management, Inc. (DMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1993 by Mark Homan. DMI provides investment advisory, financial planning, and income tax services to high net-worth individuals or families, trusts, and estates. | Finance |
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