Perfil
Mr. Douglas J.
Bartolf is a President, Senior Portfolio Manager & Director of Client Relations at Atticus Wealth Management LLC.
He has more than 30 years of experience in the financial services industry.
He previously worked for several large financial institutions including Fifth Third Bank, Bank One, Chemical Bank, and National Bank of Detroit (NBD).
While at the bank, he spent four years exclusively handling trusts and estates.
He then transitioned into an Investment and Client Relationship Manager, often a sales leader in Florida.
Realizing that the large financial institutions did not always prioritize their client’s interests above their own, in 2004, he broke away to form Bartolf Wealth Advisors, Inc. He built BWA based on the belief that advisors should always have a fiduciary responsibility to their clients.
He obtained his Bachelor’s degree in Finance from Miami University in Ohio
Cargos activos de Doug Bartolf
Empresas | Cargo | Inicio |
---|---|---|
Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Fundador | 01/03/2018 |
Formación de Doug Bartolf.
Miami University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Atticus Wealth Management LLC
Atticus Wealth Management LLC Investment ManagersFinance Atticus Wealth Management LLC (AWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2018 by principals Enoch Carter Morris IV, Doug J. Bartolf, and Colin J. Arnold. AWM offers customized, comprehensive investment and wealth management services to high-net-worth individuals and families, nonprofits, endowments, foundations, corporate trusts, captive insurance companies, and employer-sponsored retirement plans. | Finance |
- Bolsa de valores
- Insiders
- Doug Bartolf