Perfil
Todd Robert Fungard worked as the Chief Investment Officer at McQueen, Ball & Associates, Inc. from 2015 to 2019.
Prior to that, he worked as an Analyst at Zeke Capital Advisors LLC.
Fungard received his undergraduate degree from LaSalle University in 2003.
Antiguos cargos conocidos de Todd Robert Fungard.
| Empresas | Cargo | Fin |
|---|---|---|
McQueen, Ball & Associates, Inc.
 McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Director de Inversiones | 01/10/2019 |
Zeke Capital Advisors LLC
 Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Analyst-Equity | - |
Formación de Todd Robert Fungard.
| LaSalle University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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Zeke Capital Advisors LLC
Zeke Capital Advisors LLC Investment ManagersFinance Zeke Capital Advisors LLC (ZCA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 2008 by Edward Antoian. ZCA provides discretionary and non-discretionary investment advisory services to a variety of clients, such as individuals, families, corporations, trusts, estates, pension plans, charities and foundations. | Finance |
McQueen, Ball & Associates, Inc.
McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Finance |
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