Chief Investment Officer, Lead Equity Portfolio Manager
Christian Sessing leads the equity research efforts for the firm and is responsible for the portfolio construction for all of the firm’s equity strategies. He began his career as an Equity Analyst with a regional brokerage firm and then spent 5 years at Crowell, Weedon & Co. He earned a Bachelor of Business Administration with a concentration in Finance from California State University, Northridge. His professional and business activities consist of being a member of the CFA® Institute. Mr. Sessing has been with the firm since 2005 and is a shareholder.
Simplifying The Path Towards A Secure Future.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
(Tuesday, June 2, 2020, 9:07 p.m. EST) Business owners are in a tight spot: Federal tax rules have eased restrictions to allow those harmed by the epidemic to borrow from their IRA or federally qualified retirement plan; but without careful planning,