![Phil Koch](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
Mr. Phil Koch is an Associate Portfolio Manager at Castle Wealth Management.
He joined Castle Wealth Management in 2006.
Mr. Koch has a B.B.A. from Florida Atlantic University with a major in Finance.
Anciens postes connus de Phil Koch
| Sociétés | Poste | Fin |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Analyst-Equity | 08/05/2015 |
Formation de Phil Koch
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Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Florida Atlantic University
 Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Finance |
