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Ken Bellinger
Trading-Equity bei Annex Advisory Services LLC
Profil
Mr. Ken Bellinger, CFA MBA, is a Senior Trader at Annex Advisory Services LLC.
Mr. Bellinger was previously employed as a Trader & Analyst by Uniplan Investment Counsel, Inc. Before Annex Wealth Management, he served as an Analyst/Trader for an investment firm where he focused on trading as well as researching opportunities for income portfolios.
He graduated from Cardinal Stritch University with a BA in Mathematics, and later earned his MBA from Carroll University.
He also holds the Chartered Financial Analyst designation.
Aktive Positionen von Ken Bellinger
Unternehmen | Position | Beginn |
---|---|---|
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Trading-Equity | 01.01.2023 |
Ehemalige bekannte Positionen von Ken Bellinger
Unternehmen | Position | Ende |
---|---|---|
Uniplan Investment Counsel, Inc.
![]() Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Analyst-Equity | 01.01.2023 |
Ausbildung von Ken Bellinger
Cardinal Stritch College | Undergraduate Degree |
Carroll University, Inc. | 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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Uniplan Investment Counsel, Inc.
![]() Uniplan Investment Counsel, Inc. Investment ManagersFinance Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients. | Finance |
Annex Advisory Services LLC
![]() Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |