Market Opportunity for 2019

December 31, 2018

Stocks Finishing Best Year Since 2013

 

In the Houston Business Journal
January 9, 2015

 

“Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors.”
—Charles R. Schwab

 

Pooja Gupta

  • Pooja Gupta

    Communications & Operations Associate

    Responsibilities:

    • •   Develop communication material including but not limited to Quarterly newsletters, monthly commentaries, charts, marketing brochures etc.
    • •   Assist with the presentation and perform moderator duties for the Quarterly Tanglewood Webcast
    • •   Update and maintain Tanglewood website
    • •   Assist with the daily Client Servicing responsibilities for the Tanglewood’s investment advisory accounts
    • •   Assist in general office duties

    Professional Experience:

    • •   Joined Tanglewood Total Wealth Management in August 2008 and then again in January 2019 after a 5 year sabbatical

    Education:

    • •   Bachelors of Commerce Degree from India

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
info@tanglewoodwealth.com

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