![Erik David Clapsaddle](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>)
Profil
Erik David Clapsaddle worked as a Vice President & Fixed Income Portfolio Manager at 1st Source Corporation Investment Advisors, Inc. He was also a Principal at Voya Financial Advisors, Inc. from 2005 to 2006 and a Principal at Comerica Securities, Inc. from 2007 to 2015.
Clapsaddle received his undergraduate degree from York College of Pennsylvania.
Anciens postes connus de Erik David Clapsaddle
| Sociétés | Poste | Fin |
|---|---|---|
Comerica Securities, Inc.
 Comerica Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2015 |
Voya Financial Advisors, Inc.
 Voya Financial Advisors, Inc. Investment ManagersFinance VFA offers investment advisory services through their Investment Adviser Representatives (IARs). IARs may recommend investments including, but not limited to, certain stocks, bonds, closed-end mutual funds, no-load or load-waived mutual funds and ETFs, Unit Investment Trusts, REITs, Direct Participation Programs (DPPs) and CDs. Portfolios are managed according to each client's specific stated investment objectives, risk tolerance, time horizon and liquidity needs. IARs may also recommend a tactical investment strategy in response to market conditions to sell defensively or buy to restore the original asset allocation of a portfolio. | Corporate Officer/Principal | 01/09/2006 |
1st Source Corporation Investment Advisors, Inc.
 1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Portfolio Manager-Fixed Income | - |
Formation de Erik David Clapsaddle
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
1st Source Corporation Investment Advisors, Inc.
1st Source Corporation Investment Advisors, Inc. Investment ManagersFinance 1st Source CIA invests for the long-term and seeks to diversify their client’s portfolios to manage risk. The firm utilizes a variety of securities including but not limited to, equities, bonds, US governments, municipals, mutual funds (including closed-end funds) and unit investment trusts (UITs). Generally, all purchases of securities are recommended for long-term holding periods but for some clients, shorter term holding periods may be valid to achieve certain goals. At the client's request, securities may be purchased on margin. Certain clients maintain margin loans for purchase of investments or other purposes. Option strategies and selling covered calls are only utilized at the client's request. | Finance |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance VFA offers investment advisory services through their Investment Adviser Representatives (IARs). IARs may recommend investments including, but not limited to, certain stocks, bonds, closed-end mutual funds, no-load or load-waived mutual funds and ETFs, Unit Investment Trusts, REITs, Direct Participation Programs (DPPs) and CDs. Portfolios are managed according to each client's specific stated investment objectives, risk tolerance, time horizon and liquidity needs. IARs may also recommend a tactical investment strategy in response to market conditions to sell defensively or buy to restore the original asset allocation of a portfolio. | Finance |
Comerica Securities, Inc.
Comerica Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
York College of Pennsylvania
 York College of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
