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Scott William Loyek
Directeur en chef des Investissements chez
Triangle Securities Wealth Management, Inc.
Profil
Mr. Scott W.
Loyek, CFA, is a Managing Director & Chief Investment Officer at Triangle Securities Wealth Management, Inc. Mr. Loyek is the head of the portfolio management team.
He has over 25 years of investment-related experience with the clients.
Mr. Loyek was previously employed as a Relationship Manager by Oak Value Capital Management, Inc. and a Manager by O'Brien Management LLC.
He received his BA in Economics from Wake Forest University.
He is also a CFA charterholder.
Postes actifs de Scott William Loyek
| Sociétés | Poste | Début |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance TWM uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. The firm uses analytical tools to develop asset allocation strategies. The portfolio management team generally relies on fundamental securities analysis with some emphasis on utilizing charting or cyclical analysis as well. | Directeur en chef des Investissements | - |
Anciens postes connus de Scott William Loyek
| Sociétés | Poste | Fin |
|---|---|---|
Oak Value Capital Management, Inc.
 Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate | Sales & Marketing | 31/12/2005 |
O'Brien Wealth Partners LLC
 O'Brien Wealth Partners LLC Investment ManagersFinance O'Brien structures high-quality, diversified portfolios to weather market ups and downs. They primarily invest in mutual funds and exchange-traded funds. The firm’s investment philosophy is organized around two primary investment objectives: (1) to preserve clients’ capital and purchasing power and (2) to earn an attractive rate of return on clients’ assets. The investment strategy created for each client is based on that client’s objectives and tolerance for risk. | Corporate Officer/Principal | 31/12/2002 |
Formation de Scott William Loyek
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Oak Value Capital Management, Inc.
Oak Value Capital Management, Inc. Investment ManagersFinance Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
O'Brien Wealth Partners LLC
O'Brien Wealth Partners LLC Investment ManagersFinance O'Brien structures high-quality, diversified portfolios to weather market ups and downs. They primarily invest in mutual funds and exchange-traded funds. The firm’s investment philosophy is organized around two primary investment objectives: (1) to preserve clients’ capital and purchasing power and (2) to earn an attractive rate of return on clients’ assets. The investment strategy created for each client is based on that client’s objectives and tolerance for risk. | Finance |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance TWM uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. The firm uses analytical tools to develop asset allocation strategies. The portfolio management team generally relies on fundamental securities analysis with some emphasis on utilizing charting or cyclical analysis as well. | Finance |
