Seeking Alpha

Doug Carey, CFA

 
ABOUT
Doug Carey is the owner and founder of WealthTrace. He has over 19 years of experience in the financial markets. He is a Chartered Financial Analyst with a masters degree in Economics from Miami University in Oxford, Ohio and a B.S. degree in Economics, with an emphasis in Finance, from Ball State University. Mr. Carey began managing money in 1997 when he became a portfolio manager for National City Bank helping to oversee over $10 billion in assets. He managed money for pension funds, 401K funds, mutual funds, large companies, and endowment funds. He has also been managing money for families for over 13 years. Before starting WealthTrace, Mr. Carey helped build a financial software company where he designed and created ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Retirement savings
COMPANY
WealthTrace: Retirement Planning Software WealthTrace offers an online retirement planning application built for both financial advisers and individuals looking to create their own retirement plan. The site also contains free financial planning and retirement planning tools.

No other retirement planning software offers the unique combination ...More
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