Perfil
Mr. Carl C.
Perthel is a Senior Portfolio Manager at American Asset Management Group, Inc. He has served as Portfolio Manager for the firm since 2001.
He lends his considerable expertise to AAMG in the areas of Sector, Industry Group and Intermarket Analysis.
Mr. Perthel began his career in 1987 with Merrill Lynch & Co. and has served as a Registered Representative with First American National Securities, specializing in the mutual fund industry.
In 1994, Mr. Perthel served as an Equity Analyst with a private investment firm, later becoming an Associate Portfolio Manager.
He has a B.S.
in Business Administration and a graduate degree in Finance from the University of South Carolina.
Mr. Perthel holds the designation of Chartered Market Technician.
Antiguos cargos conocidos de Carl Courtland Perthel.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31/12/1993 |
American Asset Management Group, Inc.
 American Asset Management Group, Inc. Investment ManagersFinance Founded in 1984, American Asset Management Group, Inc. is a registered investment advisor located in Rockville, Maryland. The firm manages equity, fixed-income and balanced portfolios for individuals and institutions. | Gestor de Cartera-Acciones | - |
Formación de Carl Courtland Perthel.
| University of South Carolina | Graduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
American Asset Management Group, Inc.
American Asset Management Group, Inc. Investment ManagersFinance Founded in 1984, American Asset Management Group, Inc. is a registered investment advisor located in Rockville, Maryland. The firm manages equity, fixed-income and balanced portfolios for individuals and institutions. | Finance |
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