Joe Bert
Chief Executive Officer at Certified Advisory Corp.
Joe Bert active positions
| Companies | Position | Start | End |
|---|---|---|---|
Certified Advisory Corp.
 Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 01/01/1991 | - |
| Compliance Officer | 01/01/1991 | - | |
| Founder | 01/01/1991 | - | |
| Portfolio Manager-Equities | 01/01/1991 | - | |
| President | 01/01/1991 | - | |
| Chairman | 01/01/1991 | - |
Career history of Joe Bert
Training of Joe Bert
| The Ohio State University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Chairman | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Certified Advisory Corp.
Certified Advisory Corp. Investment ManagersFinance Certified Advisory Corp. (CAC) is an independent, SEC-registered investment advisor headquartered in Altamonte Springs, Florida. The firm was founded in 1991 by Joseph Bert. CAC offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
- Stock Market
- Insiders
- Joe Bert
- Experience
