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Jim Englert
Fondatore presso
High Falls Advisors, Inc.
Profilo
Mr. James T.
Englert is a Founder at High Falls Advisors, Inc. At HFA, he provides clients with guidance focused on the broad topic of financial planning, including all the disciplines.
He tends to begin a planning engagement by discussing the current issues that are top of mind to the client.
He has played an important role in developing the professional aspects of financial planning in New York State.
He received his undergraduate degree from Rochester Institute of Technology.
Posizioni attive di Jim Englert
| Società | Posizione | Inizio |
|---|---|---|
High Falls Advisors, Inc.
 High Falls Advisors, Inc. Investment ManagersFinance HFA manages portfolios that consist of investments in individual securities, mutual funds, Exchange Traded Funds (ETFs), index funds, municipal securities and government securities. The firm uses different types of investment analysis and strategy depending on the client’s specific requirements. Their in-house portfolio management team employs a fundamental research and utilizes a traditional bottom-up approach to stock selection. | Fondatore | 01/01/2008 |
Formazione di Jim Englert
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
21
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance HFA manages portfolios that consist of investments in individual securities, mutual funds, Exchange Traded Funds (ETFs), index funds, municipal securities and government securities. The firm uses different types of investment analysis and strategy depending on the client’s specific requirements. Their in-house portfolio management team employs a fundamental research and utilizes a traditional bottom-up approach to stock selection. | Finance |
