![Amit Chopra](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Amit Chopra is Senior Investment Consultant at Gary Goldberg Planning Services, Inc. He joined the firm in 2006.
He received his BBA in Financial Planning and Services from the State University of New York College at Plattsburgh.
Ehemalige bekannte Positionen von Amit Chopra
| Unternehmen | Position | Ende |
|---|---|---|
Gary Goldberg Planning Services, Inc.
 Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Portfolio Manager-Aktien | 01.03.2015 |
Ausbildung von Amit Chopra
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
15
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
State University of New York College at Plattsburgh
 State University of New York College at Plattsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gary Goldberg Planning Services, Inc.
Gary Goldberg Planning Services, Inc. Investment ManagersFinance Gary Goldberg Planning Services (GGPS) offers discretionary portfolio management and non-discretionary portfolio management using individual equities, bonds or bond funds, no-load mutual funds, ETFs and variable annuities. The firm to creates custom portfolios designed to meet clients' individual needs. GGPS uses a number of proprietary which contain solutions with varying risk profiles. GGPS manages accounts in three separate portfolios: the Select Opportunity Portfolio, the Growth & Income Model, and the Income Model. The firm also manages accounts in two wrap fee programs: the Select Trac Mutual Fund Program and the Select Trac Exchange Traded Fund Program. GPS employs a variety of strategies in them management of model portfolios including long-term purchases, short-term purchases, short sales, margin transactions, option writing (puts and calls), covered calls, and spreading. | Finance |
