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Anthony Harcourt, CIMA®

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Portfolio Manager

As a Portfolio Manager, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.

Professional Investment Experience

  • Over ten years of experience in investment management.
  • Experience includes investment research and analysis, as well as the servicing of portfolios to help meet client goals.

Career History

  • Bedel Financial Consulting, Inc., Portfolio Manager
  • Bedel Financial Consulting, Inc., Investment Analyst
  • Charles Schwab & Co., Inc., Investment Representative
  • Bedel Financial Consulting, Inc., Investment Committee Intern

Education

  • Bachelor of Liberal Arts, Economics, Hanover College
  • Certified Investment Management Analyst®

Check out more fun facts about Anthony:

Meet Anthony Harcourt, CIMA® | Bedel Financial


BLOG POSTS

Image for Traditional vs. Roth 401(k) Plans

Feb 10, 2015

Traditional vs. Roth 401(k) Plans

Given the choice, would you prefer a tax break now or a tax advantage later? The differences between 401(k) plan options can have substantial effects on your long-term financial goals.