Chuck A. work email
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Chuck A. personal email
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Experienced investment professional skilled in fundamental security analysis, portfolio management, communicating investment ideas, and client service. Successful record with personal, institutional, and mutual fund portfolios. Proven results in a variety of equity investment styles. Specialties include large cap core, mid cap core, and dividend growth strategies. Also adept with spin-offs and special situations. Excellent analytical abilities. Technical skills include proficiency in Excel, Word, and PowerPoint and working knowledge of Salesforce CRM platform. Deep experience with a range of investment databases, including FactSet, Bloomberg, Intrinsic Research Systems, and Thomson Reuters. Adept with a variety of portfolio accounting systems, including Advent Axys, PortfolioCenter, and Black Diamond.
Investment Management
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Investment ProfessionalInvestment Management Jun 2019 - PresentInvestment research & portfolio management services available on a part-time, full-time, or contract basis.
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Portfolio ManagerThe London Company Jul 2015 - Dec 2018Richmond, Virginia AreaEquity research, portfolio management, client service. -
Portfolio ManagerPineno Levin & Ford Asset Management May 2013 - Feb 2015Richmond, Virginia AreaInvestment research, portfolio management, client service.
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Founder, Portfolio ManagerArrington Portfolio Advisors, Inc. Jun 2011 - May 2013Richmond, Virginia AreaInvestment research, valuation model development, portfolio management, client service, firm management.
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Director, Portfolio ManagerIronoak Advisors (A Suntrust Bank Affiliate) May 1997 - May 2011Richmond, Virginia AreaEquity research, portfolio management, mutual fund management, client service.
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Vice President, Portfolio ManagerThe Trust Company Of Virginia 1994 - 1997Richmond, Virginia AreaInvestment research, portfolio management, trading, client service, new business support.
Chuck A. Skills
Chuck A. Education Details
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Business Administration
Frequently Asked Questions about Chuck A.
What company does Chuck A. work for?
Chuck A. works for Investment Management
What is Chuck A.'s role at the current company?
Chuck A.'s current role is Investment Management & Research.
What is Chuck A.'s email address?
Chuck A.'s email address is ar****@****ast.net
What is Chuck A.'s direct phone number?
Chuck A.'s direct phone number is +180477*****
What schools did Chuck A. attend?
Chuck A. attended Roanoke College.
What skills is Chuck A. known for?
Chuck A. has skills like Portfolio Management, Investments, Investment Management, Mutual Funds, Asset Allocation, Performance Measurement, Investment Advisory Services, Research, Security Analysis, Special Situations Investing, Capital Markets, Wealth Management.
Not the Chuck A. you were looking for?
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Chuck Knabusch - Because "Hope Is Not A Business Strategy"
Beaumont-Port Arthur Area1la-z-boy.com -
Chuck Robb, PMP, A-CSM, SAFe 6
Highly Driven Business Professional And Project Manager With A Strong Emphasis On Building Relationships, And Customer Satisfaction.Pensacola, Fl
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