Sam Castaneda
Portfolio Manager-Equities at ARQ Wealth Advisors LLC
Sam Castaneda active positions
Companies | Position | Start | End |
---|---|---|---|
ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC Investment ManagersFinance ARQ Wealth Advisors LLC (ARQ) is an independent, SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2008 and is owned by Richard Siegel, Gregory Yocum, James Robinson, and John Remm. ARQ provides full-service wealth planning and investment management for many different types of clients. | Portfolio Manager-Equities | 2018-12-31 | - |
Career history of Sam Castaneda
Former positions of Sam Castaneda
Companies | Position | Start | End |
---|---|---|---|
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Corporate Officer/Principal | 2011-12-31 | 2015-12-31 |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Corporate Officer/Principal | 2006-05-31 | 2012-09-30 |
Training of Sam Castaneda
New Mexico State University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC Investment ManagersFinance ARQ Wealth Advisors LLC (ARQ) is an independent, SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded in 2008 and is owned by Richard Siegel, Gregory Yocum, James Robinson, and John Remm. ARQ provides full-service wealth planning and investment management for many different types of clients. | Finance |
Zions Capital Advisors, Inc.
Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Finance |
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