Alex B. Yeager
Geen lopende functies
Profiel
Mr. Alex B.
Yeager is a Manager-Wealth Management at Austin Asset Management Co. In his role, he supervises client investment portfolios and works with the Wealth Planning team to develop and maintain financial plans.
His areas of specialization include portfolio management, benefits planning, and retirement planning.
He joined the firm in 2008.
Mr. Yeager started his career in financial planning and investment management in 2004 with The Vanguard Group in Charlotte, North Carolina.
At Vanguard, he worked with clients and their families regarding Vanguard’s investment products and strategies to help high net worth clients develop diversified investment portfolios.
Mr. Yeager graduated from the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Psychology.
He earned the CERTIFIED FINANCIAL PLANNING certification in 2009.
Eerdere bekende functies van Alex B. Yeager
| Bedrijven | Functie | Einde |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Corporate Officer/Principal | - |
Austin Asset Management Co.
 Austin Asset Management Co. Investment ManagersFinance Austin Asset Management Co. (Austin Asset) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Austin, Texas. The firm was founded by John Henry McDonald in 1987. Austin Asset provides advisory services to individual and institutional clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Alex B. Yeager
| The University of North Carolina at Charlotte | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Austin Asset Management Co.
Austin Asset Management Co. Investment ManagersFinance Austin Asset Management Co. (Austin Asset) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Austin, Texas. The firm was founded by John Henry McDonald in 1987. Austin Asset provides advisory services to individual and institutional clients. | Finance |
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Finance |
