![Byron Frey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Byron Frey
Membre du Comité d'Investissement chez
Creative Planning LLC
Profil
Mr. Byron A. Frey is a Managing Director & Partner at Creative Planning LLC.
He also serves on the firm’s Investment Committee.
Utilizing a disciplined approach, he works with clients to develop, implement, and monitor comprehensive strategies to meet their most complex goals and needs.
He has been serving clients in the investment industry since 1995.
Prior to joining Creative Planning, Byron was a Vice President-Financial Consultant for a major national financial services company.
At his prior employer, he was chosen to be part of a select group that launched the company’s Private Client program providing fee-based investment advisory and planning services.
He graduated from Bucknell University with a degree in Economics and Political Science.
Postes actifs de Byron Frey
| Sociétés | Poste | Début |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Membre du Comité d'Investissement | 01/03/2012 |
Anciens postes connus de Byron Frey
| Sociétés | Poste | Fin |
|---|---|---|
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Formation de Byron Frey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
