Philip Allan Voelker

Director de Inversiones en Advanced Asset Management Advisors, Inc. .

70 años

Finance

Consumer Services

Perfil

Mr. Philip A.
Voelker is a Chief Investment Officer at Advanced Asset Management Advisors, Inc. (AAMA).
He directs and manages AAMA’s investment policy and strategy.
With nearly four decades of experience managing securities portfolios.
Mr. Voelker has pursued and secured a broad spectrum of objectives from short-term cash management to aggressive growth of investments.
Before joining AAMA, Mr. Voelker served as Chief Investment Officer for a large regional investment firm, directing its multi-billion dollar investment portfolio.
He is a cum laude graduate of The Ohio State University.

Cargos activos de Philip Allan Voelker

Empresas	Cargo	Inicio
Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations.	Director de Inversiones	01/11/2001

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Antiguos cargos conocidos de Philip Allan Voelker.

Empresas	Cargo	Fin
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.	Director de Inversiones	01/01/2001
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.	Gestor de Cartera-Acciones	-

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Formación de Philip Allan Voelker.

The Ohio State University

Undergraduate Degree

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Advanced Asset Management Advisors, Inc. Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations.	Finance
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions.	Finance
Pacific Financial Group LLC Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.	Finance

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