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Eric Linser
Portefeuillebeheerder-Aandelen bij
Perigon Wealth Management LLC
Profiel
Mr. Eric J.
Linser, CFA, is a Wealth Manager at Perigon Wealth Management LLC.
He received his undergraduate degree from Kent State University (Ohio).
He is a Chartered Financial Analyst and a member of the CFA Society of San Francisco.
Actieve functies van Eric Linser
| Bedrijven | Functie | Begin |
|---|---|---|
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Portefeuillebeheerder-Aandelen | 01-02-2021 |
Opleiding van Eric Linser
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
12
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Kent State University (Ohio)
 Kent State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions. | Finance |
