Profiel
Anthony J.
Basalla worked as a Portfolio Manager at Sigma Investment Counselors, Inc. He then worked as a Portfolio Manager at Spero-Smith Investment Advisers, Inc. from 2006 to 2014.
Prior to that, he was a Market Underwriter at Westfield Group (Ohio) in 2005.
Basalla received his undergraduate degree from the University of Mount Union in 2005.
Eerdere bekende functies van Tony Basalla
| Bedrijven | Functie | Einde |
|---|---|---|
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Portfolio Manager-Fixed Income | 01-03-2014 |
Westfield Group (Ohio)
 Westfield Group (Ohio) Investment ManagersFinance Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH. | Corporate Officer/Principal | 01-04-2006 |
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Tony Basalla
| University of Mount Union | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Finance |
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
Westfield Group (Ohio)
Westfield Group (Ohio) Investment ManagersFinance Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH. | Finance |
