Ryan Henry Furtwangler
Portfolio Manager-Aktien bei HBK Sorce Advisory LLC
Profil
Mr. Ryan H.
Furtwangler is a Principal & Senior Financial Advisor at HBK Sorce Advisory LLC.
He joined the firm in 2005.
He and the Stuart team collaboratively service a variety of clientele ranging from working individuals to high net-worth families.
His concentration, however, is on comprehensive wealth management.
He also has significant experience working with life, disability and long-term care insurance.
He is a member of the Financial Planning Association and the Martin County Estate Planning Council.
He is a current Director and past President of Molly’s House, a Member of Amara Shriners YAMS, a past Board Member of the Treasure Coast Symphony, a Past President of the Martin’s Crossing HOA and is an alumnus of the Martin County Leadership program.
Mr. Furtwangler began his career in 2002 with a regional brokerage firm in Pittsburgh, Pennsylvania.
He subsequently transferred to an advisor role at a large international brokerage firm and ultimately began managing his own office for the firm.
Mr. Furtwangler earned his Bachelor of Science Degree in Finance with a Concentration in Investment Analysis & Economics, graduating Cum Laude from the University of Pittsburgh.
Additionally, he completed coursework in Aerospace Engineering at the Embry-Riddle Aeronautical University.
He is a Certified Financial Planner.
Aktive Positionen von Ryan Henry Furtwangler
Unternehmen | Position | Beginn |
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HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Portfolio Manager-Aktien | 01.01.2005 |
Ausbildung von Ryan Henry Furtwangler
University of Pittsburgh | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Private Unternehmen | 1 |
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HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Finance |