Profil
Fred G.
Botek worked as a Partner & Senior Vice President at CM Wealth Advisors LLC, a Team Manager at Sterling, a Manager at Pricewaterhouse LLP, and a Vice President & Specialized Investment Advisor at Banc One Securities Corp.
He received an undergraduate degree from the University of Notre Dame, an MBA from the Weatherhead School of Management, and a graduate degree from Case Western Reserve University School of Law.
Anciens postes connus de Fred G. Botek
| Sociétés | Poste | Fin |
|---|---|---|
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Sterling
Sterling Industrial MachineryProducer Manufacturing Manufactures valves, traps, and condensate pumps for steam and hot water systems | Corporate Officer/Principal | - |
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Offices Of Holding Companies | Corporate Officer/Principal | - |
Formation de Fred G. Botek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Offices Of Holding Companies | Miscellaneous |
University of Notre Dame
University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pricewaterhouse LLP
Pricewaterhouse LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Sterling
Sterling Industrial MachineryProducer Manufacturing Manufactures valves, traps, and condensate pumps for steam and hot water systems | Producer Manufacturing |
CM Wealth Advisors LLC
CM Wealth Advisors LLC Investment ManagersFinance CMWA employs a fundamental investment philosophy that is centered on a core growth equity model designed to create real growth in wealth over complete market cycles. This core growth equity model is balanced through the use of active fixed-income and alternative investment programs. Portfolio risks are managed through asset allocation, manager selection and investment strategy diversification. CMWA believes smaller-capitalization stocks (both domestic and international), as well as alternative investments and private equity, offer the highest return opportunities over the long-term. | Finance |
Weatherhead School of Management
Weatherhead School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University School of Law
Case Western Reserve University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















