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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Oct 31, 2022

Used Car Prices Finally Starting to Cool Off

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Sep 16, 2022

Point of Interest (Rates)

Interest rates are on the rise! What does this mean for your money? Well, it could be good or bad news depending upon where you keep your cash holdings. We’ve outlined how rising interest rates could affect your loan rates, credit card rates, investment returns, and more. Read on to ensure you’re getting the most yield from your cash holdings while those rates continue to rise.

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Is There Relief in Sight for Housing Prices?

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Jun 14, 2022

Stablecoins Explained

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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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Tales from the Crypt-o

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Hedge Funds: Risky Investment or Portfolio Diversifier?

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Dow Jones: 30,000 Points?

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Aug 24, 2020

Let’s Split the Apple!

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