David Kastner Email & Phone Number

Managing Director | Wealth Management @ Adams Wealth Advisors

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David Kastner Location

Logan, UT, US

David Kastner Work

2022 - now Managing Director | Wealth Management @ Adams Wealth Advisors
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2020 - 2022 Director - Sr Investment Strategist @ Charles Schwab
2010 - 2020 Sr Portfolio Manager - Schwab Managed Portfolios ETF @ Charles Schwab Investment Advisory, Inc.

1997 - 2009 Managing Director, Sr Analyst, Registered Representative @ Charles Schwab

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David Kastner Education

The University of Kansas
Bachelor's degree (Economics)
1990

David Kastner Skills

Portfolio Management
Public Speaking
Model Portfolios

Asset Management
Investments
Trading
Alternative Investments
Mutual Funds
Securities
Asset Allocation

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David Kastner Summary

David Kastner, based in Logan, UT, US, is currently a Managing Director | Wealth Management at Adams Wealth Advisors. David Kastner brings experience from previous roles at Charles Schwab and Charles Schwab Investment Advisory, Inc.. David Kastner holds a Bachelor's degree in Economics @ The University of Kansas. With a robust skill set that includes Portfolio Management, Public Speaking, Model Portfolios, Asset Management, Investments and more. David Kastner has 2 emails and 2 mobile phone numbers on RocketReach.

David Kastner Emails

Found 2 emails

David Kastner Phone Numbers

Found 4 phone numbers

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Others Named David Kastner

David Kastner

Instructor at University of California, San Francisco

California, United States
2
- aol.com
- ucsf.edu
5
- +1 201-978-XXXX
- +1 201-801-XXXX
- +1 201-801-XXXX
- +1 650-704-XXXX
- +1 201-417-XXXX

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Logan, UT, US
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Aimee Odd

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Scott Ellingson

General Counsel and Chief Compliance Officer at Adams Wealth Advisors

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Greg Cole

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Logan, UT, US
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Douglas Peterson

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Logan, UT, US
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Jeff Brimhall

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