![Frank William Siegel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Frank William Siegel
Mitglied des Investmentausschusses bei J.W. Coons Advisors LLC
Profil
Mr. Frank W.
Siegel, CFA MBA, is a Senior Portfolio Manager at J.W.
Coons Advisors LLC.
He is a member of the Investment Policy Committee.
He manages investment portfolios and provides financial consulting services, primarily to high net worth individuals and families.
Prior to joining the firm in 2012, Mr. Siegel was Chief Operating Officer and Chief Compliance Officer for Columbus Investment Advisory, Inc., where he managed client portfolios from 2003 to 2012.
Prior to 2003, he served in various senior roles at B.C.
Ziegler and Company, Fifth Third Bank, the Ohio Company and The Huntington National Bank.
He holds a Bachelor of Arts degree in Economics from Otterbein College and a Master of Business Administration degree from Xavier University.
He is a CFA charter holder.
Aktive Positionen von Frank William Siegel
Unternehmen | Position | Beginn |
---|---|---|
J.W. Coons Advisors LLC
![]() J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Mitglied des Investmentausschusses | 01.01.2012 |
Ehemalige bekannte Positionen von Frank William Siegel
Unternehmen | Position | Ende |
---|---|---|
Columbus Investment Advisory, Inc.
![]() Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Corporate Officer/Principal | 01.01.2012 |
Ausbildung von Frank William Siegel
Otterbein College | Undergraduate Degree |
Xavier University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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J.W. Coons Advisors LLC
![]() J.W. Coons Advisors LLC Investment ManagersFinance J.W. Coons Advisors LLC (dba Coons Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Columbus, Ohio. Founded in 2003, Coons Advisors manages investment portfolios for individuals, families and charitable organizations. | Finance |
Columbus Investment Advisory, Inc.
![]() Columbus Investment Advisory, Inc. Investment ManagersFinance Columbus Investment Advisory, Inc. provides investment advice. The private company is based in New Albany, OH. | Finance |