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Adam Zachary Winch
Analyst-Equity chez
Winch Advisory Services LLC
Profil
Mr. Adam Z.
Winch is a Managing Partner & Senior Advisor at Winch Advisory Services LLC.
Initially, he worked as an advisor, meeting clients and analyzing investment opportunities.
Currently, he is both a financial advisor and an analyst with the investment team.
He sees a full schedule of clients and meets daily with both the investment team, tracking market trends and investment opportunities.
He graduated summa cum laude from Luther College in 2006.
Postes actifs de Adam Zachary Winch
| Sociétés | Poste | Début |
|---|---|---|
Winch Advisory Services LLC
 Winch Advisory Services LLC Investment ManagersFinance Winch Financial is an active manager which combines a top-down and bottom-up investment approach and tactically positions portfolios to take advantage of various economic and market environments. The firm’s investment team utilizes a deep-dive fundamental approach and applies fundamental and technical analysis to aid in the selection of securities. Winch Financial purchases securities with the idea of holding them in the client's account for a year or longer when they believe the securities to be currently undervalued and/or they want exposure to a particular asset class over time, regardless of the current projection for this class. The firm may also purchase securities with the idea of selling them within a relatively short time (typically a year or less) to take advantage of conditions that they believe will soon result in a price swing in the securities they purchase. | Analyst-Equity | 01/01/2006 |
Formation de Adam Zachary Winch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Luther College
 Luther College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Winch Advisory Services LLC
Winch Advisory Services LLC Investment ManagersFinance Winch Financial is an active manager which combines a top-down and bottom-up investment approach and tactically positions portfolios to take advantage of various economic and market environments. The firm’s investment team utilizes a deep-dive fundamental approach and applies fundamental and technical analysis to aid in the selection of securities. Winch Financial purchases securities with the idea of holding them in the client's account for a year or longer when they believe the securities to be currently undervalued and/or they want exposure to a particular asset class over time, regardless of the current projection for this class. The firm may also purchase securities with the idea of selling them within a relatively short time (typically a year or less) to take advantage of conditions that they believe will soon result in a price swing in the securities they purchase. | Finance |
