Market Opportunity for 2019

December 31, 2018

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

 

  Important Ranking Disclosure

 

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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