Patti Wold's Colleagues at Charter Capital Management, Inc.
Patti Wold's Contact Details
HQ
414-257-3700
414-257-3700
Location
Milwaukee,Wisconsin,United States
Milwaukee,Wisconsin,United States
Company
Charter Capital Management, Inc.
Charter Capital Management, Inc.
Patti Wold's Company Details
Charter Capital Management, Inc. is an independent fee-based Registered Investment Advisor providing investment management services for over 40 years. Our mission is to provide each client - individual or company - with a comprehensive investment strategy tailored to his or her financial circumstances, and to establish and manage an appropriate investment portfolio based upon that strategy. As a fiduciary for our clients, we are paid a fee to provide investment direction that is in their best interest.
Frequently Asked Questions about Patti Wold
Patti Wold currently works for Charter Capital Management, Inc..
Patti Wold's role at Charter Capital Management, Inc. is Portfolio Administrator.
Patti Wold's email address is ***@chartercapital.net. To view Patti Wold's full email address, please signup to ConnectPlex.
Patti Wold works in the Financial Services industry.
Patti Wold's colleagues at Charter Capital Management, Inc. are Chris Beidel, Ali Cali, Brittany Komorowski, Sam Verhulst, Brittany Komorowski, Joel Hassler and others.
Patti Wold's phone number is 414-257-3700