Anthony Harcourt, CIMA®
Portfolio Manager
As a Portfolio Manager, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.
Professional Investment Experience
- Over ten years of experience in investment management.
- Experience includes investment research and analysis, as well as the servicing of portfolios to help meet client goals.
Career History
- Bedel Financial Consulting, Inc., Portfolio Manager
- Bedel Financial Consulting, Inc., Investment Analyst
- Charles Schwab & Co., Inc., Investment Representative
- Bedel Financial Consulting, Inc., Investment Committee Intern
Education
- Bachelor of Liberal Arts, Economics, Hanover College
- Certified Investment Management Analyst®
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