Austin Stagman, CIMA®

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Portfolio Manager

As a Portfolio Manager, I work to construct and maintain each client’s investment portfolio to ensure it is aligned with their specific short- and long-term financial goals. As a member of the Investment Committee, I regularly monitor investment vehicles and explore new investment opportunities.

Professional Investment Experience

  • About eight years of experience in the financial services industry
  • Experience includes active trading for clients such as advanced options trading, high dollar trades, penny stocks, fixed income, etc.
  • Servicing trade disputes and trade related issues.
  • Having in depth conversations with clients to help them learn and understand the financial industry.
  • Investment research and due diligence
  • Portfolio construction and maintenance

Career History

  • Bedel Financial Consulting, Inc., Portfolio Manager
  • Bedel Financial Consulting, Inc., Investment Analyst
  • Charles Schwab & Co., Inc., Affluent Client Professional
  • Charles Schwab & Co., Inc., Investment Representative
  • C.H. Robinson Worldwide, Inc., Transportation Sales Representative

Education

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

Check out more fun facts about Austin:

Meet the Bedel Team | Austin Stagman, CIMA®


BLOG POSTS

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Mar 14, 2023

How Strong is the U.S. Consumer?

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Inflation Hedge in 2022: Bitcoin vs. Gold

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Used Car Prices Finally Starting to Cool Off

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Sep 16, 2022

Point of Interest (Rates)

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Is There Relief in Sight for Housing Prices?

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Stablecoins Explained

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Why is Gas so Expensive?!

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The Fed Tapering: What Does It Mean?

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Sep 20, 2021

Tough Time to Find Used Cars: Indiana has Best Value

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Jun 14, 2021

Inflation’s Impact on Your Portfolio

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Mar 15, 2021

Tales from the Crypt-o

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Hedge Funds: Risky Investment or Portfolio Diversifier?

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