David Templeton, Cfa Email and Phone Number
David Templeton, Cfa work email
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David Templeton, Cfa personal email
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Since 1948, HORAN Wealth has been crafting customized plans that protect and enhanceyour wealth. Our mission, however, extends far beyond mere financial planning. We believethat true wealth creates a better quality of life for our clients and their families.We strive to build genuine, lasting relationships and provide an exceptional experience withevery interaction, helping you achieve your goals and aspirations.Our comprehensive wealth services for individuals, families and employers addressessential needs, including Investment Management, Financial Planning, Retirement PlanConsulting and Risk Management. With locations in Cincinnati, Ohio and Fort Mitchell,Kentucky, HORAN Wealth serves both corporate and individual clients in 50 states.Through our premier national partnerships with M Financial Group and Retirement PlanningAdvisory Group, we bring the best services, resources and value to our clients. Ourintegrity, commitment to excellence and industry knowledge are foundations upon whichHORAN Wealth has built a reputation for delivering high-quality products and services.Visit https://horanwealth.com/ to learn more.
Horan Wealth
View- Website:
- horanwealth.com
- Employees:
- 48
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Principal And Portfolio ManagerHoran WealthCincinnati, Oh, Us -
Principal & Portfolio ManagerHoran Wealth Jun 2023 - PresentCincinnati Metropolitan Area -
Principal And Portfolio ManagerHoran Capital Advisors May 2010 - Jun 2023Cincinnati, Ohio AreaWork with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies. -
Vice PresidentFifth Third Bank Dec 2002 - May 2010Portfolio Manager -
Vice PresidentPnc Advisors Oct 1991 - Dec 2002Portfolio Manager
David Templeton, Cfa Skills
David Templeton, Cfa Education Details
Frequently Asked Questions about David Templeton, Cfa
What company does David Templeton, Cfa work for?
David Templeton, Cfa works for Horan Wealth
What is David Templeton, Cfa's role at the current company?
David Templeton, Cfa's current role is Principal and Portfolio Manager.
What is David Templeton, Cfa's email address?
David Templeton, Cfa's email address is da****@****soc.com
What schools did David Templeton, Cfa attend?
David Templeton, Cfa attended Xavier University - Williams College Of Business, Indiana University - Kelley School Of Business.
What are some of David Templeton, Cfa's interests?
David Templeton, Cfa has interest in Reading, Golf, Sailing, Investing.
What skills is David Templeton, Cfa known for?
David Templeton, Cfa has skills like Portfolio Management, Investments, Financial Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Equity Research, Asset Managment, Valuation, Wealth Management.
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