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Jodi Trabbic Vleck
Directeur Général chez
Beta Wealth Group, Inc.
Profil
Ms. Jodi T.
Vleck is a Chief Executive Officer & Senior Wealth Manager at Beta Wealth Group, Inc. Also, a Founder of Beta Wealth Group.
With over 20 years of experience in wealth planning and portfolio construction, Jodi has worked with individuals, family offices and institutions around the country, constructing and executing portfolio strategies that meet the needs of each investor’s goals.
Her responsibilities include portfolio construction, investment strategy, business development and client relationships, among others.
Ms. Vleck developed the firm’s premier portfolio overlay strategy — the Beta Enhanced Income Strategy.
She has been named one of the top wealth managers by the readers of San Diego Magazine for 14 consecutive years, a Forbes’ Best-In-State Wealth Advisor, a Barron’s Top Independent Advisor, and a Top Wealth Advisor Mom by Working Mother Magazine.
She frequently serves as a valuable resource for the financial media, as well as a speaker and a number of industry conferences, including the Charles Schwab Impact Conference and the Markets Group Private Wealth Forum.
Postes actifs de Jodi Trabbic Vleck
| Sociétés | Poste | Début |
|---|---|---|
Beta Wealth Group, Inc.
 Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group uses various methods of analysis and investment strategies in formulating investment advice and/or managing client assets, provided that such methods and/or strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations. | Directeur Général | 01/12/2009 |
Anciens postes connus de Jodi Trabbic Vleck
| Sociétés | Poste | Fin |
|---|---|---|
Addison Avenue Federal Credit Union
 Addison Avenue Federal Credit Union Savings BanksFinance Provides credit union services | Corporate Officer/Principal | - |
Formation de Jodi Trabbic Vleck
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Western Michigan University
 Western Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Addison Avenue Federal Credit Union
Addison Avenue Federal Credit Union Savings BanksFinance Provides credit union services | Finance |
Beta Wealth Group, Inc.
Beta Wealth Group, Inc. Investment ManagersFinance Beta Wealth Group uses various methods of analysis and investment strategies in formulating investment advice and/or managing client assets, provided that such methods and/or strategies are appropriate to the needs of the client and consistent with the client's investment objectives, risk tolerance, and time horizons, among other considerations. | Finance |
