Karriereverlauf von Matt Balaker
Ehemalige bekannte Positionen von Matt Balaker
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Mitglied des Investmentausschusses | 01.01.2014 | 29.03.2017 |
| Portfolio Manager-Aktien | 01.01.2014 | 29.03.2017 | |
Mickelson Investment Management LLC
 Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management LLC 9s an investment advisor located in Oceanside, California. The firm is a subsidiary of David Mickelson Insurance Services | Portfolio Manager-Aktien | 01.06.2009 | 01.09.2012 |
Bristol Capital Advisors LLC
 Bristol Capital Advisors LLC Investment ManagersFinance Bristol Capital Advisors LLC (BCA) is an independent investment advisory firm headquartered in Thousand Oaks, California. The firm was co-founded by Paul Kessler and Diana Derycz-Kessler in 2000. BCA manages Bristol Investment Fund, Ltd., a Cayman Islands company with two feeder funds - one for US taxable investors (Bristol USA Fund LLC) and the other for non-US and US tax-exempt investors (Bristol International Fund, Ltd.). | Analyst-Equity | 01.11.2001 | 01.04.2009 |
Ausbildung von Matt Balaker
| University of California, Los Angeles | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Towneley Capital Management, Inc.
Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Finance |
Bristol Capital Advisors LLC
Bristol Capital Advisors LLC Investment ManagersFinance Bristol Capital Advisors LLC (BCA) is an independent investment advisory firm headquartered in Thousand Oaks, California. The firm was co-founded by Paul Kessler and Diana Derycz-Kessler in 2000. BCA manages Bristol Investment Fund, Ltd., a Cayman Islands company with two feeder funds - one for US taxable investors (Bristol USA Fund LLC) and the other for non-US and US tax-exempt investors (Bristol International Fund, Ltd.). | Finance |
Mickelson Investment Management LLC
Mickelson Investment Management LLC Investment ManagersFinance Mickelson Investment Management LLC 9s an investment advisor located in Oceanside, California. The firm is a subsidiary of David Mickelson Insurance Services | Finance |
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