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Alex Barth Katz
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Profile
Alex Barth Katz worked as a Principal at TBC, Inc. and The Campbell Group.
He also worked as a Vice President-Business Development at Opes Advisors, Inc. from 2012 to 2018.
He completed his undergraduate degree from Dartmouth College.
Former positions of Alex Barth Katz
| Companies | Position | End |
|---|---|---|
Opes Advisors, Inc.
 Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Corporate Officer/Principal | 2017-12-31 |
TBC, Inc.
 TBC, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and public relations services | Corporate Officer/Principal | - |
The Campbell Group
 The Campbell Group Insurance Brokers/ServicesFinance Provides insurance services | Corporate Officer/Principal | - |
Training of Alex Barth Katz
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
8
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TBC, Inc.
TBC, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and public relations services | Commercial Services |
The Campbell Group
The Campbell Group Insurance Brokers/ServicesFinance Provides insurance services | Finance |
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Finance |
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