Chris Young

Lid van de Investeringscommissie bij

Cassaday & Co. Wealth Management LLC

Finance

Consumer Services

Profiel

Mr. Christopher M.
Young is a Senior Partner at Cassaday & Co. Wealth Management LLC.
He is a senior member of firm's Investment Policy Committee which develops the firm’s overall investment selections and policies.
He has an integral role in developing and modifying the firm’s overall investment policy and security selection process.
Within the IPC, he is responsible for selecting and supervising the mid-cap growth equity holdings for the firm.
Mr. Young joined Cassaday & Co., Inc. in 2000 and provides comprehensive wealth management and financial planning services to a focused client base.
He embraces a model of integrated wealth management that provides a systematic approach to financial planning to address all of the relevant areas of personal finance including investments, taxes, cash flow generation, insurance, and estate planning.
Mr. Young initially was the Director of Research and has since established himself as a trusted financial planner, developing expertise in comprehensive financial planning for professionals and small businesses.
He is a graduate of Radford University with a bachelor’s degree in finance.

Actieve functies van Chris Young

Bedrijven	Functie	Begin
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice	Lid van de Investeringscommissie	01-01-2022

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Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Directeur van Onderzoek - Eigen Vermogen	-

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Bedrijven in privébezit	3
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Finance
Radford University Radford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice	Finance