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Chris Barr
Mitglied des Investmentausschusses bei Tiller Private Wealth, Inc.
Aktive Positionen von Chris Barr
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Tiller Private Wealth, Inc.
![]() Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Mitglied des Investmentausschusses | 01.01.2019 | - |
Portfolio Manager-Aktien | 01.01.2019 | - |
Karriereverlauf von Chris Barr
Ehemalige bekannte Positionen von Chris Barr
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
McQueen, Ball & Associates, Inc.
![]() McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Analyst-Equity | 01.01.2013 | 01.01.2019 |
Trading-Equity | 01.01.2013 | 01.01.2019 | |
Mitglied des Investmentausschusses | 01.01.2013 | 01.01.2019 | |
Portfolio Manager-Aktien | 01.01.2013 | 01.01.2019 | |
The United States Army (District of Columbia) | Corporate Officer/Principal | - | - |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Corporate Officer/Principal | - | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - | - |
Ausbildung von Chris Barr
The Pennsylvania State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Corporate Officer/Principal | 3 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Government | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 5 |
---|---|
McQueen, Ball & Associates, Inc.
![]() McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Finance |
Smith Barney & Co., Inc. | Finance |
The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
The United States Army (District of Columbia) | Government |
Tiller Private Wealth, Inc.
![]() Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Finance |
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