The staff at the Appel financial companies is a dedicated,
professional team focusing on each and every client account.
Operations
Manager Roni Greiff Nelson has been with the company for twenty-six years
overseeing portfolios, trading procedures, and the smooth operation of
client services. She’s a wife and
mother, and knows the way parents must struggle to safeguard their children’s future.
Senior Portfolio Manager Bonnie Gortler
was a successful day-trader, and has been managing fund
selection for more than two decades. Both Bonnie and Roni are well
regarded in the industry, maintaining close working relationships with
the mutual
fund families.
Tracey Landry, Accounting
Manager has been with the company for twelve
years. Her integrity, efficiency and dedication reflect the high
ethical standards of the company.
Glenn Gortler, head of Research,
has been designing and enhancing statistical trading models for nearly
twenty years.
The company
founder Gerald Appel is the author of more than ten books on
investment and is one of the founders of the science of technical analysis.
Mr. Appel cares
about his clients and counts them as his personal friends.
Dr.
Marvin Appel is a doctor of medicine in addition to holding an
academic doctorate in statistics. A frequent speaker at
conferences for market professionals, he applies his background in computer research and
mathematical modeling to create innovative asset allocation
strategies.
Clients learn they can trust Appel Financial's managers.
Although no investment results can ever be guaranteed, they can
guarantee their personal commitment to each and every client's
portfolio.
