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Profil
Mr. James T.
Englert is a Founder at High Falls Advisors, Inc. At HFA, he provides clients with guidance focused on the broad topic of financial planning, including all the disciplines.
He tends to begin a planning engagement by discussing the current issues that are top of mind to the client.
He has played an important role in developing the professional aspects of financial planning in New York State.
He received his undergraduate degree from Rochester Institute of Technology.
Postes actifs de Jim Englert
| Sociétés | Poste | Début |
|---|---|---|
High Falls Advisors, Inc.
 High Falls Advisors, Inc. Investment ManagersFinance HFA manages portfolios that consist of investments in individual securities, mutual funds, Exchange Traded Funds (ETFs), index funds, municipal securities and government securities. The firm uses different types of investment analysis and strategy depending on the client’s specific requirements. Their in-house portfolio management team employs a fundamental research and utilizes a traditional bottom-up approach to stock selection. | Fondateur | 01/01/2008 |
Formation de Jim Englert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
24
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
High Falls Advisors, Inc.
High Falls Advisors, Inc. Investment ManagersFinance HFA manages portfolios that consist of investments in individual securities, mutual funds, Exchange Traded Funds (ETFs), index funds, municipal securities and government securities. The firm uses different types of investment analysis and strategy depending on the client’s specific requirements. Their in-house portfolio management team employs a fundamental research and utilizes a traditional bottom-up approach to stock selection. | Finance |
