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Alex B. Yeager
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Alex B. Yeager is a Manager-Wealth Management at Austin Asset Management Co. In his role, he supervises client investment portfolios and works with the Wealth Planning team to develop and maintain financial plans.
His areas of specialization include portfolio management, benefits planning, and retirement planning.
He joined the firm in 2008.
Mr. Yeager started his career in financial planning and investment management in 2004 with The Vanguard Group in Charlotte, North Carolina.
At Vanguard, he worked with clients and their families regarding Vanguard’s investment products and strategies to help high net worth clients develop diversified investment portfolios.
Mr. Yeager graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Psychology.
He earned the CERTIFIED FINANCIAL PLANNING certification in 2009.
Anciens postes connus de Alex B. Yeager
| Sociétés | Poste | Fin |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Corporate Officer/Principal | - |
Austin Asset Management Co.
 Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks. | Gestionnaire de Portefeuille-Actions | - |
Formation de Alex B. Yeager
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance VGI offers both passive and active discretionary investment advisory services that cover the US and international markets. They employ two types of indexing strategies: replication and sampling. Their active management equity methodology is based on quantitative modeling while fixed income analysis is based on fundamental investment research and research obtained from external investment organizations. | Finance |
Austin Asset Management Co.
Austin Asset Management Co. Investment ManagersFinance Austin Asset develops investment strategies tailored to each client relationship. When structuring client portfolios, the firm’s portfolio managers and advisors focus on systematic drivers in different asset classes which generate higher expected returns to target the risk-adjusted return needed for success. Their equity allocation is diversified globally, minimizing concentrations in any one company, industry, or asset class. The fixed income allocation is composed of high quality, short-term debt instruments in order to minimize interest rate and default risks. | Finance |
The University of North Carolina at Charlotte
 The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
