Angie L. Popek
Profile
Ms. Angie L.
Popek is a Portfolio Manager at Dowling & Yahnke LLC.
Prior to joining Dowling & Yahnke, Ms. Popek was with Charles Schwab for 11 years, the last five years of which were spent as a Senior Relationship Manager where she worked with many of the company’s largest Registered Investment Advisory firms.
Additionally, she was Chief of Staff to the President of Charles Schwab Institutional for over three years.
Prior to working for Charles Schwab, Ms. Popek spent two years working for The Boston Consulting Group, a management consulting firm in Chicago.
Ms. Popek earned a Master of Business Administration degree from the Stanford Graduate School of Business.
She completed her undergraduate work at the University of Michigan, where she majored in Finance and Marketing.
Former positions of Angie L. Popek
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 31/12/2012 |
The Boston Consulting Group, Inc.
 The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Portfolio Manager-Equities | - |
Training of Angie L. Popek
| Stanford Graduate School of Business | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Commercial Services |
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