![Pete Franz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pete Franz
Director de Inversiones en
FSM Wealth Advisors LLC
.
Perfil
Mr. Peter R.
Franz, CFA, is a Chief Investment Officer & Head of Wealth Management at FSM Wealth Advisors LLC.
He is responsible for setting, managing, and articulating the Firm’s investment platform and approach.
He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives.
He also works directly with families as a trusted advisor in delivering customized wealth management strategies.
He received his Bachelor of Arts in Political Science degree from Wittenberg University.
He is a Chartered Financial Analyst charterholder.
Cargos activos de Pete Franz
| Empresas | Cargo | Inicio |
|---|---|---|
FSM Wealth Advisors LLC
 FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives. | Director de Inversiones | 01/01/2021 |
Formación de Pete Franz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
2
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Wittenberg University
 Wittenberg University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FSM Wealth Advisors LLC
FSM Wealth Advisors LLC Investment ManagersFinance Journey Wealth’s primary investment strategy used on client accounts is strategic asset allocation to match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance. A combination of stocks, bonds, open end mutual funds, exchange traded mutual funds, options, and other investments can be utilized in attempting to carry out the client’s objectives. | Finance |
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