Joni R. Alt

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Finance

Perfil

Joni R.
Alt was Senior Investment Specialist of Charles Schwab Corp.
She received a BA from West Virginia University in 1985.

Empresas	Cargo	Fin
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Miembro del Comité de Inversión	01/10/2005
CHARLES SCHWAB	Corporate Officer/Principal	30/12/2001

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Empresas privadas	2
The Charles Schwab Corp. The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services	Finance
West Financial Services, Inc. West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments.	Finance

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