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Anthony Harcourt
Portfolio Manager at Bedel Financial Consulting, Inc.
About
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Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bedel Financial Consulting, Inc. | Portfolio Manager | Dec 2016 to Present | — |
| Bedel Financial Consulting, Inc. | Investment Analyst | Feb 2014 to Dec 2016 | — |
| Charles Schwab | Registered Representative | Jun 2013 to Feb 2014 | — |
| Bedel Financial Consulting, Inc. | Investment Team Intern | May 2012 to Aug 2012 | — |
Education
Hanover College
Liberal Arts BS, Economics Major, Business Scholars Program
2009 — 2013
Skills & Expertise
Investment Advisory
Portfolio Management
Series 65
Series 7
Series 63
Economics
Mutual Funds
Financial Analysis
Wealth Management
Investments
Microsoft Excel
Management
Financial Modeling
Others at Bedel Financial Consulting, Inc. (6)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Indianapolis, IN , United States | |
D Dave Crossman | Portfolio Manager | Columbus, IN , United States |
| Senior Portfolio Manager | Indianapolis, IN , United States | |
W William Wendling | Sr. Portfolio Manager | Carmel, IN , United States |
| Investment Analyst | Indianapolis, IN , United States | |
N Nicholas Kelly | Portfolio Manager | Indianapolis, IN , United States |
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D Don Woodley | Principal | Woodley Farra Manion Portfolio Management Inc. | Indianapolis, IN , United States |
| Principal | Woodley Farra Manion Portfolio Management Inc. | Indianapolis, IN , United States | |
A Andrew Renz | Chief Investment Officer | Invst, LLC | Indianapolis, IN , United States |
| Partner | Invst, LLC | Zionsville, IN , United States |