Buff Dormeier, Cmt
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Buff Dormeier, Cmt Email & Phone Number

Chief Technical Analyst (CTA) - Portfolio Manager at Kingsview Investment Management at Kingsview Partners
Location: Greater Fort Wayne, United States, United States 5 work roles 2 schools
1 work email found @kingsviewam.com 2 phones found area 260 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@kingsviewam.com
Direct phone (260) ***-****
LinkedIn Profile matched
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Current company
Kingsview Partners
Role
Chief Technical Analyst (CTA) - Portfolio Manager at Kingsview Investment Management
Location
Greater Fort Wayne, United States, United States
Company size
70 employees

Who is Buff Dormeier, Cmt? Overview

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Quick answer

Buff Dormeier, Cmt is listed as Chief Technical Analyst (CTA) - Portfolio Manager at Kingsview Investment Management at Kingsview Partners, a company with 70 employees, based in Greater Fort Wayne, United States, United States. AeroLeads shows a work email signal at kingsviewam.com, phone signal with area code 260, and a matched LinkedIn profile for Buff Dormeier, Cmt.

Buff Dormeier, Cmt previously worked as Chief Technical Analyst (CTA) at Kingsview Partners and Index Specialist at Monarch Funds Etfs. Buff Dormeier, Cmt holds Bachelor Of Applied Science (B.A.Sc.), Urban And Regional Planning from Indiana State University.

Company email context

Email format at Kingsview Partners

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*@kingsviewam.com
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AeroLeads found 1 current-domain work email signal for Buff Dormeier, Cmt. Compare company email patterns before reaching out.

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Profile bio

About Buff Dormeier, Cmt

I help financial advisors grow and preserve their affluent and institutional clients wealth while creating an income plan for life and a legacy for beyond. As a private portfolio manager, I create customized portfolio strategies tailored to achieve successful financial outcomes for advisors and their clientele. This is accomplished by combining the advisor’s comprehensive wealth management plan with state of the art portfolio analytics creating a goals based investment strategy.I consider myself an evangelist of sorts, as I enjoy sharing and presenting my investment theories as a featured speaker on volume analysis. I also enjoying publishing my research. Aside from winning the 2007 Charles H. Dow Award*, I am fortunate to have publishing and referencing partners such as Barron's, Stock's & Commodities, Futures and Active Trader magazines, The Financial Times, C-NBC, The Financial Intelligence Report, Market Watch as well as variety of technical journals. Kingsview Investment Management and I are committed to providing exceptional service to our clients. We have defined a process for each phase of our client’s life. We utilize industry best practices coordinating with our clients’ accountants and attorneys, encouraging a custom fit for their unique planning needs.Although my racing days are behind me, I still enjoy a good long run as well as other athletic activities such as basketball and surfing. I am blessed with a much loved bride and two adored children whom enjoy sharing quality time. *The Charles H. Dow Award was not based upon investment performance of any portfolio but rather the papers honored with the Award represent the depth of technical analysis. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.This information is intended for use by residents of AL, CA, FL, GA, HI, IA, IL, IN, MD, MI, MO, NC, NH, NJ, NY, OH, PA, TN, TX, VA, VT, WI, only.

Listed skills include Investments, Portfolio Analysis, Equities, Financial Advisory, and 5 others.

Current workplace

Buff Dormeier, Cmt's current company

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Kingsview Partners
Kingsview Partners
Chief Technical Analyst (CTA) - Portfolio Manager at Kingsview Investment Management
grants pass, oregon, united states
Website
kingsviewam.com
Employees
70
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Company profile
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5 roles

Buff Dormeier, Cmt work experience

A career timeline built from the work history available for this profile.

Index Specialist

Current
Monarch Funds Etfs

Chicago, Illinois, United States

Mar 2024 - Present

Index Specialist Monarch Etfs

Current
Monarch Funds Etfs

Chicago, Illinois, United States

Mar 2024 - Present

Managing Director - Investments, Senior Pim Portfolio Manager

Wells Fargo Advisors

Fort Wayne, Indiana Area, United States

My Associate(s): Donald Dormeier; Financial Consultant; Laura Rowe, Financial Advisor; Tia Runyan, Client AssociateDormeier Wealth Management’s minimum relationship for potential new clients begins at $250,000 and includes an extensive interview. RFPs welcomed.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

Jun 2006 - Dec 2019

Technical Analyst / Portfolio Manager

Tp Donovan Investments

Indianapolis, Indiana Area, United States

Managed portfolios, conducted research and risk and market analysis for family office.

Jan 1999 - Apr 2001
Team & coworkers

Colleagues at Kingsview Partners

Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →

JF Josh Farley Josh Farley Colleague at Kingsview Partners Mount Carmel, Illinois, United States, United States View → GH Gabriel Hoernig Gabriel Hoernig Colleague at Kingsview Partners Mclean, Virginia, United States, United States View → JB Jeffery Barnes Jeffery Barnes Colleague at Kingsview Partners Crestview-Fort Walton Beach-Destin Area, United States View → EC Eric Caswell Eric Caswell Colleague at Kingsview Partners Lubbock, Texas, United States, United States View → AN Ashli Newcomb, Chfc, Aams Ashli Newcomb, Chfc, Aams Colleague at Kingsview Partners Jackson, Tennessee, United States, United States View → CG Chris G. Cantu, Col Usaf(Ret) Chris G. Cantu, Col Usaf(Ret) Colleague at Kingsview Partners United States, United States View → LJ Levi Johnston Levi Johnston Colleague at Kingsview Partners Amherst, Virginia, United States, United States View → RD Robert Dodge Robert Dodge Colleague at Kingsview Partners Westport, Connecticut, United States, United States View → DS Denise Severy Denise Severy Colleague at Kingsview Partners Dacula, Georgia, United States, United States View → JH Jill Hoenings Jill Hoenings Colleague at Kingsview Partners Bellmore, New York, United States, United States View →
2 education records

Buff Dormeier, Cmt education

Bachelor Of Applied Science (B.A.Sc.), Urban And Regional Planning

Indiana State University

Activities and Societies: Cross Country Missouri Valley All Academic Honors

Bachelor Of Science (B.S.), Business

Indiana State University

Activities and Societies: Track Missouri Valley All Academic All Conference

FAQ

Frequently asked questions about Buff Dormeier, Cmt

Quick answers generated from the profile data available on this page.

What company does Buff Dormeier, Cmt work for?

Buff Dormeier, Cmt works for Kingsview Partners.

What is Buff Dormeier, Cmt's role at Kingsview Partners?

Buff Dormeier, Cmt is listed as Chief Technical Analyst (CTA) - Portfolio Manager at Kingsview Investment Management at Kingsview Partners.

What is Buff Dormeier, Cmt's email address?

AeroLeads has found 1 work email signal at @kingsviewam.com for Buff Dormeier, Cmt at Kingsview Partners.

What is Buff Dormeier, Cmt's phone number?

AeroLeads has found 2 phone signal(s) with area code 260 for Buff Dormeier, Cmt at Kingsview Partners.

Where is Buff Dormeier, Cmt based?

Buff Dormeier, Cmt is based in Greater Fort Wayne, United States, United States while working with Kingsview Partners.

What companies has Buff Dormeier, Cmt worked for?

Buff Dormeier, Cmt has worked for Kingsview Partners, Monarch Funds Etfs, Wells Fargo Advisors, and Tp Donovan Investments.

Who are Buff Dormeier, Cmt's colleagues at Kingsview Partners?

Buff Dormeier, Cmt's colleagues at Kingsview Partners include Josh Farley, Gabriel Hoernig, Jeffery Barnes, Eric Caswell, and Ashli Newcomb, Chfc, Aams.

How can I contact Buff Dormeier, Cmt?

You can use AeroLeads to view verified contact signals for Buff Dormeier, Cmt at Kingsview Partners, including work email, phone, and LinkedIn data when available.

What schools did Buff Dormeier, Cmt attend?

Buff Dormeier, Cmt holds Bachelor Of Applied Science (B.A.Sc.), Urban And Regional Planning from Indiana State University.

What skills is Buff Dormeier, Cmt known for?

Buff Dormeier, Cmt is listed with skills including Investments, Portfolio Analysis, Equities, Financial Advisory, Investment Strategies, Technical Analysis, Trading Strategies, and Options.

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