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Roger Scott Balser
Directeur Général chez
Balser Wealth Management LLC
Profil
Roger Scott Balser is the founder of Balser Wealth Management LLC, which was founded in 2005.
He worked as an Investment Consultant at McDonald Investments, Inc. from 2000 to 2004, as a Financial Consultant at E.
F.
Hutton & Co. from 1986 to 1988, and as a Consultant at Smith Barney & Co., Inc. from 1991 to 1999.
He also served as a Principal at Community West Foundation.
Mr. Balser received his graduate degree from the University of Pittsburgh in 2004 and his undergraduate degree from Baldwin-Wallace College in 1985.
Postes actifs de Roger Scott Balser
| Sociétés | Poste | Début |
|---|---|---|
Balser Wealth Management LLC
 Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management invests across all sectors and styles, such as investments in international and emerging markets. The firm has significant investments in the global technology sector. Their investment approach is based on a disciplined, unemotional method of measuring and recording imbalances between supply and demand in the marketplace that seeks to take advantage of changing market conditions. | Directeur Général | 01/01/2005 |
Anciens postes connus de Roger Scott Balser
| Sociétés | Poste | Fin |
|---|---|---|
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists. | Corporate Officer/Principal | 31/12/2004 |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Consultant / Advisor | 31/12/1999 |
E. F. Hutton & Co.
 E. F. Hutton & Co. Investment Banks/BrokersFinance Provides Brokerage Services | Corporate Officer/Principal | 31/12/1988 |
Community West Foundation
 Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Operates a charity which provides health and well being services to the community | Corporate Officer/Principal | - |
Formation de Roger Scott Balser
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists. | Finance |
University of Pittsburgh
 University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baldwin-Wallace College
 Baldwin-Wallace College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
E. F. Hutton & Co.
E. F. Hutton & Co. Investment Banks/BrokersFinance Provides Brokerage Services | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Community West Foundation
Community West Foundation Investment Trusts/Mutual FundsMiscellaneous Operates a charity which provides health and well being services to the community | Miscellaneous |
Balser Wealth Management LLC
Balser Wealth Management LLC Investment ManagersFinance Balser Wealth Management invests across all sectors and styles, such as investments in international and emerging markets. The firm has significant investments in the global technology sector. Their investment approach is based on a disciplined, unemotional method of measuring and recording imbalances between supply and demand in the marketplace that seeks to take advantage of changing market conditions. | Finance |
