Austin Stagman, CIMA®
Portfolio Manager
As a Portfolio Manager, I work to construct and maintain each client’s investment portfolio to ensure it is aligned with their specific short- and long-term financial goals. As a member of the Investment Committee, I regularly monitor investment vehicles and explore new investment opportunities.
Professional Investment Experience
- About eight years of experience in the financial services industry
- Experience includes active trading for clients such as advanced options trading, high dollar trades, penny stocks, fixed income, etc.
- Servicing trade disputes and trade related issues.
- Having in depth conversations with clients to help them learn and understand the financial industry.
- Investment research and due diligence
- Portfolio construction and maintenance
Career History
- Bedel Financial Consulting, Inc., Portfolio Manager
- Bedel Financial Consulting, Inc., Investment Analyst
- Charles Schwab & Co., Inc., Affluent Client Professional
- Charles Schwab & Co., Inc., Investment Representative
- C.H. Robinson Worldwide, Inc., Transportation Sales Representative
Education
- Bachelor of Liberal Arts, Economics, Hanover College
- Certified Investment Management Analyst®
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