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Eric Allen Vermulm
Directeur en chef des Investissements chez
Allied Investment Advisors LLC
Profil
Mr. Eric A. Vermulm, CFA, is a Chief Investment Officer at Allied Investment Advisors LLC.
Starting as a Loan Officer at Stockman Bank, he transitioned to Stockman Asset Management in 2004.
In 2009, he focused on fundamental and technical research and client communications as Senior Portfolio Manager at Stack Financial Management.
In 2016, he rejoined Stockman Wealth Management as the Chief Investment Officer.
Mr. Vermulm graduated from Conrad High School.
He then attended Montana State University where he earned a Bachelor’s degree in Business Finance and a minor in Economics.
Postes actifs de Eric Allen Vermulm
| Sociétés | Poste | Début |
|---|---|---|
Allied Investment Advisors LLC
 Allied Investment Advisors LLC Investment ManagersFinance Allied focuses on the long-term fundamentals of business for client investing. The firm determines an appropriate diversified investment portfolio based on their clients’ goals, time horizon, and risk tolerance. | Directeur en chef des Investissements | 01/02/2018 |
Anciens postes connus de Eric Allen Vermulm
| Sociétés | Poste | Fin |
|---|---|---|
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance SFM primarily focuses on the management of equity (stock-based) portfolios, with an analytical emphasis on adjusting allocation based on the measured or perceived level of risk in the stock market. The firm strives to meet the investment objectives of clients through two broad categories: Capital Appreciation Portfolios and Value & Dividend Portfolios. Capital Appreciation Portfolios are designed for clients whose primary objective is conservative growth and where income is not a primary consideration. While valuation is an important consideration, the emphasis is on growth at a reasonable price (GARP). On the other hand, Value & Dividend Portfolios are for clients who desire capital gain potential, but with a consistent and relatively high level of dividend income. This strategy identifies quality companies that are undervalued but offer solid earnings and attractive dividend yields. | Analyst-Equity | 01/07/2016 |
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective. | Directeur en chef des Investissements | - |
Formation de Eric Allen Vermulm
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance SFM primarily focuses on the management of equity (stock-based) portfolios, with an analytical emphasis on adjusting allocation based on the measured or perceived level of risk in the stock market. The firm strives to meet the investment objectives of clients through two broad categories: Capital Appreciation Portfolios and Value & Dividend Portfolios. Capital Appreciation Portfolios are designed for clients whose primary objective is conservative growth and where income is not a primary consideration. While valuation is an important consideration, the emphasis is on growth at a reasonable price (GARP). On the other hand, Value & Dividend Portfolios are for clients who desire capital gain potential, but with a consistent and relatively high level of dividend income. This strategy identifies quality companies that are undervalued but offer solid earnings and attractive dividend yields. | Finance |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance SWM creates and manages a portfolio based on the client's personal investment policy/objective. | Finance |
Montana State University
 Montana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allied Investment Advisors LLC
Allied Investment Advisors LLC Investment ManagersFinance Allied focuses on the long-term fundamentals of business for client investing. The firm determines an appropriate diversified investment portfolio based on their clients’ goals, time horizon, and risk tolerance. | Finance |
