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	01/01/2018
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	-

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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