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Profil
Mr. Carl D.
Aschenbrenner was previously employed as a Portfolio Manager by HCR Wealth Advisors, a Portfolio Manager by Miracle Mile Advisors LLC, an Assistant Vice President by Stonebridge Capital Management, Inc., a Principal by Magis Capital Management LLC, and a Portfolio Manager by Whalen Wealth Management Inc.
He received his undergraduate degree from the University of California, Berkeley and a graduate degree from California Institute of Technology.
Anciens postes connus de Carl David Aschenbrenner
| Sociétés | Poste | Fin |
|---|---|---|
WHALEN WEALTH MANAGEMENT INC.
 WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
HCR Wealth Advisors
 HCR Wealth Advisors Investment ManagersFinance HCR believes in a multi-discipline investment strategy, using both strategic and tactical asset allocation in order to actively manage the risk in their clients’ portfolios. They do this by individually tailoring each portfolio using a core-satellite approach. The Core of the portfolio is built with publicly traded investments like stocks, bonds, mutual funds, and ETFs. The Satellite portion of their approach consists of non-correlated, alternative investments. | Gestionnaire de Portefeuille-Actions | 01/04/2021 |
Miracle Mile Advisors LLC
 Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations. | Corporate Officer/Principal | 01/01/2015 |
Stonebridge Capital Management, Inc.
 Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Analyst-Equity | 01/09/2013 |
Magis Capital Management LLC
 Magis Capital Management LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2008 |
Formation de Carl David Aschenbrenner
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Finance |
California Institute of Technology
 California Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HCR Wealth Advisors
HCR Wealth Advisors Investment ManagersFinance HCR believes in a multi-discipline investment strategy, using both strategic and tactical asset allocation in order to actively manage the risk in their clients’ portfolios. They do this by individually tailoring each portfolio using a core-satellite approach. The Core of the portfolio is built with publicly traded investments like stocks, bonds, mutual funds, and ETFs. The Satellite portion of their approach consists of non-correlated, alternative investments. | Finance |
Miracle Mile Advisors LLC
Miracle Mile Advisors LLC Investment ManagersFinance Composition Wealth aims to develop a customized asset allocation for each client based on their specific risk/reward profile and investment goals. They use a blend of bottom-up security valuation analysis and top-down economic analysis when constructing portfolio allocations. | Finance |
Magis Capital Management LLC
Magis Capital Management LLC Investment ManagersFinance Provides investment advice | Finance |
WHALEN WEALTH MANAGEMENT INC.
WHALEN WEALTH MANAGEMENT INC. Investment ManagersFinance Provides investment advice | Finance |
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