Phil Koch

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Consumer Services

Finance

Profile

Mr. Phil Koch is an Associate Portfolio Manager at Castle Wealth Management.
He joined Castle Wealth Management in 2006.
Mr. Koch has a B.B.A. from Florida Atlantic University with a major in Finance.

Former positions of Phil Koch

Companies	Position	End
Castle Wealth Management LLC Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them.	Analyst-Equity	08/05/2015

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Linked companies

Private companies	2
Florida Atlantic University Florida Atlantic University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Castle Wealth Management LLC Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them.	Finance

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