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Dean Weseli
Plus aucun poste en cours
Finance
Profil
Dean Weseli worked as a Managing Principal at Academy Wealth Management, Inc. from 2014 to 2019.
Anciens postes connus de Dean Weseli
| Sociétés | Poste | Fin |
|---|---|---|
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Corporate Officer/Principal | 01/05/2019 |
Expériences
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Finance |
