![Joel T. Hassler](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joel T. Hassler
President at
Charter Capital Management LLC (Wisconsin)
Profile
Mr. Joel T.
Hassler, CFA, is a President & Principal at Charter Capital Management LLC (Wisconsin).
He is Analyst and Portfolio Manager for the firm.
While at Charter Capital he earned the CFA (Chartered Financial Analyst).
Mr. Hassler brings over 30 years of industry experience to the firm.
Mr. Hassler was previously employed as an Associate Analyst by Kemper Securities, Inc.
He received his B.B.A. in Finance from the University of Wisconsin.
Joel T. Hassler active positions
| Companies | Position | Start |
|---|---|---|
Charter Capital Management LLC (Wisconsin)
 Charter Capital Management LLC (Wisconsin) Investment ManagersFinance CCM utilizes a strategic (long-term) asset allocation approach in the structuring of portfolios and a growth-at-reasonable-prices (GARP) approach for individual stock selection. The firm structures portfolios by way of a process that emphasizes asset allocation, tax efficiency, control of expenses, and strict criteria for selecting fund managers. They aim to develop a portfolio that will provide projected long-term returns and a degree of volatility that is commensurate with the client’s return expectations and risk constraints. CCM achieves this by utilizing passively managed index funds and exchange traded funds and adds in actively managed funds and stocks to take advantage of market inefficiencies and opportunities. | President | 31/03/1993 |
Former positions of Joel T. Hassler
| Companies | Position | End |
|---|---|---|
Kemper Securities, Inc.
 Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Corporate Officer/Principal | 30/12/1992 |
Training of Joel T. Hassler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
96
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Charter Capital Management LLC (Wisconsin)
Charter Capital Management LLC (Wisconsin) Investment ManagersFinance CCM utilizes a strategic (long-term) asset allocation approach in the structuring of portfolios and a growth-at-reasonable-prices (GARP) approach for individual stock selection. The firm structures portfolios by way of a process that emphasizes asset allocation, tax efficiency, control of expenses, and strict criteria for selecting fund managers. They aim to develop a portfolio that will provide projected long-term returns and a degree of volatility that is commensurate with the client’s return expectations and risk constraints. CCM achieves this by utilizing passively managed index funds and exchange traded funds and adds in actively managed funds and stocks to take advantage of market inefficiencies and opportunities. | Finance |
Kemper Securities, Inc.
Kemper Securities, Inc. Investment Banks/BrokersFinance Retail brokerage services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Joel T. Hassler
