James Stechschulte
Owner/Research Analyst at THOR Wealth Management
- Role
- Owner Research Analyst at Thor Wealth Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Owner Research Analyst
Nov 2012 — Present · Cincinnati, KY, US
Our mission is to be a trusted advisor to you and your family by assisting with all your financial and key life decisions, and helping to build and preserve your wealth.At THOR, we are passionate, caring, and knowledgeable and are here to support you with a full spectrum of services including:* Investment Management* Portfolio Management * Financial Planning* Retirement Planning* Estate Planning* Tax Planning* Business AdvisoryAs a Research Analyst at THOR, I am a member of both the investment committee as well as the wealth management committee. On the investment committee we do investment research on both equity and fixed income products to help construct diversified portfolios for our clients. I also help assist clients with wealth management services which includes financial/investment advice, tax planning, legal/estate planning and generally we try to be a client\'s financial quarterback on all parts of their financial life.
Education
University of Dayton
Bachelor of Science in Business Administration, Accounting and Finance
2007 — 2012
University of Dayton
MBA, Finance
2011 — 2012
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