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Perfil
Dr. Patrick R.
Chitwood is a Senior Wealth Strategist at ACG Wealth, Inc. He is currently a Managing Partner with ACG Wealth subsequent to the merging of Chitwood Advisory Group with ACG Wealth.
In 1981 he became a manager with Wheat, First Securities in Winston-Salem.
Dr. Chitwood subsequently managed the Asheville office of Robinson Humphrey before returning to Birmingham in May 1987, where he started Chitwood Advisory Group.
Dr. Chitwood earned his Ph.D.
in Psychology in 1972.
He earned his Chartered Financial Consultant designation in 1990 and his CPA in 1994.
He became one of the first CPAs in the country to receive the designation Personal Financial Specialist by the American Institute of Certified Public Accountants.
Antiguos cargos conocidos de Pat Chitwood.
| Empresas | Cargo | Fin |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Estratega de mercado | 30/11/2021 |
Robinson Humphrey Ventures
 Robinson Humphrey Ventures Investment ManagersFinance Robinson Humphrey Ventures focuses on investments in selected core industries and sub-sectors including business and technology services, consumer, diversified growth, financial services, healthcare, media and technology. | Corporate Officer/Principal | - |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Corporate Officer/Principal | 31/12/1980 |
Chitwood Advisory Group, Inc.
 Chitwood Advisory Group, Inc. Investment ManagersFinance Provides financial investment advisory services | Corporate Officer/Principal | - |
Wheat First Securities, Inc.
 Wheat First Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 30/04/1987 |
Formación de Pat Chitwood.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
57
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Wheat First Securities, Inc.
Wheat First Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
PaineWebber, Inc.
PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
The University of Alabama
 The University of Alabama Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robinson Humphrey Ventures
Robinson Humphrey Ventures Investment ManagersFinance Robinson Humphrey Ventures focuses on investments in selected core industries and sub-sectors including business and technology services, consumer, diversified growth, financial services, healthcare, media and technology. | Finance |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
Chitwood Advisory Group, Inc.
Chitwood Advisory Group, Inc. Investment ManagersFinance Provides financial investment advisory services | Finance |
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