Profil
Mr. Wayne A. Titche, CFA, is a Senior Portfolio Manager & Managing Director at RBC Rochdale LLC.
He joined the firm in 2013 and has over 40 years of experience in the investment industry.
He works closely with each client’s advisor to develop a customized portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility.
In this role, he is responsible for the investment strategy implementation and monitoring of client portfolios, as well as direct relationship management.
Previously, Mr. Titche was a Portfolio Manager at AMBS Investment Counsel where he led the Large Cap Value Strategies team.
He later became Chief Investment Officer.
He began his career as an Investment Officer at Robert W.
Baird where he gained valuable experience working with individual investors.
He holds a BA from James Madison College at Michigan State University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
He also holds the Certified Private Wealth Advisor designation.
Mr. Titche is a member and past President of the Financial Analyst Society of West Michigan.
Aktive Positionen von Wayne Albert Titche
| Unternehmen | Position | Beginn |
|---|---|---|
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Portfolio Manager-Aktien | 10.09.2013 |
Ehemalige bekannte Positionen von Wayne Albert Titche
| Unternehmen | Position | Ende |
|---|---|---|
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Corporate Officer/Principal | - |
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance AMBS Investment Counsel's investment management approach focuses on research. The firm seeks to achieve superior long-term returns through individual stock selection, without exposing portfolios to undue risk. To outperform over time, they select companies with below market valuations and unrecognized potential for growth. AMBS finds compelling investment ideas in small, mid-sized and large companies. They employ a conservative investment strategy that is based on managing risk and investing in issues that exhibit: strong growth prospects, attractive valuations, strong management teams, strong financial positions and strong technical factors. AMBS controls risk in their portfolios through the use of diversification to ensure against large concentrations of any one company or industry. The firm also considers each client's unique needs when structuring portfolios. Though not limited by sector, AMBS tends to invest in the stocks of US large-cap companies in the finance, energy minerals and retail sectors. The firm maintains a very low turnover rate. AMBS' Traditional Large Cap Value strategy seeks to build a diversified portfolio of 30 to 40 companies that will outperform the Russell 1000 Value Index and the S&P 500 Index over a full market cycle. The portfolio offers exposure to most major industry sectors of the economy. The firm's disciplined security selection process focuses on companies that are trading at valuation multiples that are lower than the broad market and historical multiples. The firm's Relative Value strategy seeks to build a diversified portfolio of 30 to 40 companies with a variety of market-caps that will outperform the S&P 500 Index over a full market cycle. The portfolio offers exposure to most major industry sectors of the S&P 500. AMBS' disciplined security selection process focuses on companies that are trading at valuation multiples that are considered inexpensive relative to peer companies or historical multiples. AMBS' fixed-income investment approach is conservative and is designed to protect clients from wide swings in returns. The firm seeks to identify high quality, low risk securities that are producing attractive levels of income. They target high quality, short-to-intermediate maturity bonds and seek to create a well-diversified portfolio of US Government, agency and corporate securities rated Baa3/BBB- or higher. Municipal bonds are utilized when appropriate. | Chief Investment Officer | 30.08.2013 |
Ausbildung von Wayne Albert Titche
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance AMBS Investment Counsel's investment management approach focuses on research. The firm seeks to achieve superior long-term returns through individual stock selection, without exposing portfolios to undue risk. To outperform over time, they select companies with below market valuations and unrecognized potential for growth. AMBS finds compelling investment ideas in small, mid-sized and large companies. They employ a conservative investment strategy that is based on managing risk and investing in issues that exhibit: strong growth prospects, attractive valuations, strong management teams, strong financial positions and strong technical factors. AMBS controls risk in their portfolios through the use of diversification to ensure against large concentrations of any one company or industry. The firm also considers each client's unique needs when structuring portfolios. Though not limited by sector, AMBS tends to invest in the stocks of US large-cap companies in the finance, energy minerals and retail sectors. The firm maintains a very low turnover rate. AMBS' Traditional Large Cap Value strategy seeks to build a diversified portfolio of 30 to 40 companies that will outperform the Russell 1000 Value Index and the S&P 500 Index over a full market cycle. The portfolio offers exposure to most major industry sectors of the economy. The firm's disciplined security selection process focuses on companies that are trading at valuation multiples that are lower than the broad market and historical multiples. The firm's Relative Value strategy seeks to build a diversified portfolio of 30 to 40 companies with a variety of market-caps that will outperform the S&P 500 Index over a full market cycle. The portfolio offers exposure to most major industry sectors of the S&P 500. AMBS' disciplined security selection process focuses on companies that are trading at valuation multiples that are considered inexpensive relative to peer companies or historical multiples. AMBS' fixed-income investment approach is conservative and is designed to protect clients from wide swings in returns. The firm seeks to identify high quality, low risk securities that are producing attractive levels of income. They target high quality, short-to-intermediate maturity bonds and seek to create a well-diversified portfolio of US Government, agency and corporate securities rated Baa3/BBB- or higher. Municipal bonds are utilized when appropriate. | Finance |
Michigan State University
Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc.
Robert W. Baird & Co., Inc. Investment ManagersFinance Provides financial advisory, wealth, asset management and investment banking services | Finance |
City National Rochdale LLC
City National Rochdale LLC Investment ManagersFinance RBC Rochdale employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments. | Finance |
















