![Neil I. Pohl](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Neil I. Pohl
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Finance
Profile
Mr. Pohl served as an Investment Research Manager with Pennsylvania Capital Management until September 2007.
He was previously with Charles Schwab as a Trader.
Prior to his tenure at Quick & Reilly, he worked for Charles Schwab & Company Inc. for eight years, holding such positions as trader, bond coordinator, trading supervisor and acting branch manager.
Mr. Pohl holds a Bachelor of Science degree in Business Administration, with a concentration in Accounting from Philadelphia University.
He is fully registered and holds the designation of CMFC (Chartered Mutual Fund Counselor) from the College of Financial Planning, Denver, Colorado.
He is also a Notary Public in the Commonwealth of Pennsylvania.
Former positions of Neil I. Pohl
| Companies | Position | End |
|---|---|---|
Pennsylvania Capital Management, Inc.
 Pennsylvania Capital Management, Inc. Investment ManagersFinance PCM takes a holistic approach to evaluate an overall portfolio strategy and asset allocation that meets a client’s needs and objectives. Portfolios are typically made up of various mutual funds, fixed income securities, exchange traded funds, and exchange traded funds. It may also include individual equity or bond positions, certificates of deposits, and limited partnership products. | Director of Research - Equity | - |
| CHARLES SCHWAB | Corporate Officer/Principal | 2004-04-24 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Pennsylvania Capital Management, Inc.
Pennsylvania Capital Management, Inc. Investment ManagersFinance PCM takes a holistic approach to evaluate an overall portfolio strategy and asset allocation that meets a client’s needs and objectives. Portfolios are typically made up of various mutual funds, fixed income securities, exchange traded funds, and exchange traded funds. It may also include individual equity or bond positions, certificates of deposits, and limited partnership products. | Finance |
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