Tyler Abell
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Profil
Mr. Tyler Abell joined Cassaday & Co. in October 2011 as an Investment Management Associate.
Mr. Abell assists with monitoring changes in client portfolios and market conditions, while also preparing any necessary reports that the firm members may require.
Additionally, he is responsible for preparing market research reports and acting as the firm’s point of contact with Investment Companies.
In this capacity, Mr. Abell helps track current investments and seeks new investment opportunities for the firm.
Furthermore, Mr. Abell works with the Director of Research in preparation for, and subsequent participation in, Cassaday’s bi-monthly Investment Policy Committee Meetings.
Mr. Abell is a graduate of Bucknell University where he was a Dean’s List student in four of his eight semesters.
During his 4 years at Bucknell, Mr. Abell was a member and President of the Sigma Alpha Epsilon fraternity.
Ehemalige bekannte Positionen von Tyler Abell
Unternehmen | Position | Ende |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Corporate Officer/Principal | - |
Ausbildung von Tyler Abell
Bucknell University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |