Garren Lindsay Agle

Garren Lindsay Agle

Portfolio Manager-Equities at Diversified Management, Inc.

43 year
Finance
Consumer Services

Profile

Mr. Garren L.
Agle is Vice President, Chief Information Officer & Financial Adviser at Diversified Management, Inc. His responsibilities includes developing and refining financial plans, implementing investment strategies, monitoring investment performance, and helping clients set new financial goals.
He also helps clients with tax preparation and tax planning strategies.
As Manager of Technology, he is responsible for developing the overall technology strategy for the firm and the coordination of all outside technical vendors.
Prior to joining Diversified Management, Mr. Agle worked as a Director of Operations at Cream City Investment Services.
He is a past board member of Habitat for Humanity of Waukesha County.
He graduated from the University of Wisconsin-Whitewater in 2003 with a degree in business administration, majoring in finance.
He is a Certified Financial Planner and a member of the Financial Planning Association.

Garren Lindsay Agle active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/01/2006
All active positions of Garren Lindsay Agle

Training of Garren Lindsay Agle

University of Wisconsin Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Garren Lindsay Agle's experience

Connections

100 +

1st degree connections

2

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies1

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Garren Lindsay Agle