Charles Bennett Sachs
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Profil
Mr. Charles B.
Sachs, CFA, is Vice President & Principal at Evensky & Katz, Inc. He caters to the needs of affluent clients, their families, and businesses as part of a long-term consultative approach to help them achieve their investment and financial planning goals.
Mr. Sachs has been a guest speaker for television, radio and many South Florida and national organizations discussing financial planning and investment topics and has been featured in numerous national publications.
He serves on the board of the Financial Planning ssociation, Neat Stuff (a local charity that provides new clothing to foster children,) and is a Professional Advisory Council member for the Greater Miami Jewish Federation, United Way, and University of Miami.
Prior to joining the firm, Mr. Sachs was the Managing Director of Portfolio Matters, a wealth management firm in Coral Gables, Florida and held the position of Portfolio Analyst with Ned Davis Research, where he was involved in managing money for institutional clients.
He is a former U.S.
Marine Corps flight test crewmember.
Mr. Sachs is a Certified Financial Planner Professional, Chartered Financial Analyst and earned a Master’s of Business Administration with honors from Florida International University.
Anciens postes connus de Charles Bennett Sachs
| Sociétés | Poste | Fin |
|---|---|---|
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Corporate Officer/Principal | 31/12/2002 |
Coral Gables Trust
 Coral Gables Trust Investment Trusts/Mutual FundsMiscellaneous Coral Gables Trust is the largest independent trust company in the south. Coral Gables Trust is based in Coral Gables, FL. The company's professionals have a wealth of experience in administering special needs trust. The company provides the benefit of professional investment management and experienced snt administrators. The company was founded by James W. Davidson. The CEO is Donald A. Kress. | Corporate Officer/Principal | - |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Corporate Officer/Principal | - |
Formation de Charles Bennett Sachs
| Florida International University | Masters Business Admin |
| Embry-Riddle Aeronautical University | Undergraduate Degree |
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| Entreprise privées | 3 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Finance |
Coral Gables Trust
Coral Gables Trust Investment Trusts/Mutual FundsMiscellaneous Coral Gables Trust is the largest independent trust company in the south. Coral Gables Trust is based in Coral Gables, FL. The company's professionals have a wealth of experience in administering special needs trust. The company provides the benefit of professional investment management and experienced snt administrators. The company was founded by James W. Davidson. The CEO is Donald A. Kress. | Miscellaneous |
