Ava Arjmand
Gestore di Portafoglio-Azioni presso Edge Advisors LLC
Profilo
Ms. Ava Arjmand is a Vice President & Portfolio Manager at Edge Advisors LLC.
Ms. Arjmand collaborates with Senior Financial Advisors to oversee portfolios, generate investment recommendations, and communicate actions and performance to clients.
She is also responsible for working in collaboration with the firm’s strategy team to formulate investment views and implement these views in client portfolios- consistent with their unique investment objectives.
She now focuses her time on the financial planning team at Edge, as well as capital markets research, strategy due diligence, and idea generation that is implemented across Edge client portfolios.
Ms. Arjmand began her career at Merrill Lynch in 2007.
In her role as a Private Wealth Relationship Manager, Ms. Arjmand supported the team’s business objectives by delivering comprehensive wealth management and investment advice to ultra-high net worth individuals and their families.
She primary focused in building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day to day basis.
In addition to her role as Private Wealth Relationship Manager, Ms. Ava helped make prudent investment decisions and implement tactical changes to her clients’ investment portfolios.
She obtained her B.B.A with concentrations in Marketing and Finance from the University of Georgia.
Posizioni attive di Ava Arjmand
Società | Posizione | Inizio |
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Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Gestore di Portafoglio-Azioni | 01/05/2020 |
Formazione di Ava Arjmand
University of Georgia | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
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