WebDAVID KUENZI. Senior Portfolio Manager & Senior Research Scientist. Ex-Alpha Simplex Group. ... Mr. Kuenzi holds an M.B.A. in Analytical Finance and an M.S. in Financial Mathematics from the University of Chicago and is a CFA® Charterholder. His recent articles on quantitative trading strategies have appeared in The Journal of Portfolio ... WebMay 10, 2024 · David Kuenzi, a certified financial planner with Thun Financial, explains why AML legislation has made opening an American brokerage account from overseas difficult. David clarifies how the Patriot Act has changed the way financial institutions do business with American citizens residing in foreign countries. While it is not illegal for an ...
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WebSep 14, 2024 · However, the U.S. has a system of credits and exclusions it offers people to offset their tax obligation and avoid double taxation, said David Kuenzi, director of international wealth management ... WebMar 9, 2015 · Text. David Kuenzi of Thun Financial Advisors weighs in on the perils of U.S. expats investing in foreign mutual funds. Send your expat finance questions to [email protected]. Keep an eye on WSJ Expat ... bison metals shawnee
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