Profile
Mr. Chris A.
Costanzo, CFA MBA, is an Investment Officer at Tanglewood Wealth Management, Inc. Prior to Tanglewood, Mr. Costanzo was with AIM Capital Management.
He joined AIM in 1995 as an analyst.
Prior to AIM, he worked at AT&T as a business analyst from 1991 to 1993 and as a B-52 Navigator in the United States Air Force from 1987 to 1990.
Mr. Costanzo holds a B.A.
in biology and economics from the University of Virginia in 1986 and an M.B.A.
from The University of Texas at Austin in 1995.
He is a CFA charterholder and member of The Houston Society of Financial Analysts.
Former positions of Chris A. Costanzo
| Companies | Position | End |
|---|---|---|
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Portfolio Manager-Equities | 29/09/2005 |
AT&T Corp. /Old/
 AT&T Corp. /Old/ Major TelecommunicationsCommunications AT & T is the global leader in providing local, long distance, Internet, and transaction-based voice and data services. AT&T provides unparalleled quality and reliability in communications services | Corporate Officer/Principal | 30/12/1993 |
Tanglewood Wealth Management, Inc.
 Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Portfolio Manager-Equities | - |
Training of Chris A. Costanzo
| University of Virginia | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
AT&T Corp. /Old/
AT&T Corp. /Old/ Major TelecommunicationsCommunications AT & T is the global leader in providing local, long distance, Internet, and transaction-based voice and data services. AT&T provides unparalleled quality and reliability in communications services | Communications |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Finance |
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