Brando Lewis Reyna
Direttore degli Investimenti presso Novare Capital Management LLC
Profilo
Mr. Brando L.
Reyna, CFA, is a Chief Investment Officer at Novare Capital Management LLC.
His duties as CIO include overseeing the firm’s investment processes while managing dividend growth portfolios through responsible investor-first practices.
He has over 20 years of experience in the world of financial investment management.
Prior to joining Novare Capital in April 2017, Mr. Reyna worked in varying capacities for both retail and institutional clients.
He graduated from Xavier University with a dual major in Finance and Entrepreneurial Studies.
He was awarded the Chartered Financial Analyst designation in 2011.
Posizioni attive di Brando Lewis Reyna
Società | Posizione | Inizio |
---|---|---|
Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Direttore degli Investimenti | 01/11/2022 |
Precedenti posizioni note di Brando Lewis Reyna
Società | Posizione | Fine |
---|---|---|
Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Membro del Comitato di Investimento | 01/03/2015 |
THOR Investment Management, Inc.
THOR Investment Management, Inc. Investment ManagersFinance THOR Investment Management, Inc. provides investment advisory services. Its services include financial planning, investment management, retirement planning, estate planning, business advisory and tax planning services. The company is headquartered in Cincinnati, OH. | Corporate Officer/Principal | 30/11/2012 |
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Corporate Officer/Principal | 30/06/2009 |
Fidelity Investments (New York) | Corporate Officer/Principal | 30/08/2005 |
Formazione di Brando Lewis Reyna
Xavier University | 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 | 5 |
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Meeder Asset Management, Inc.
Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Finance |
Fidelity Investments (New York) | |
Greystone Investment Management LLC
Greystone Investment Management LLC Investment ManagersFinance Founded in 2001 by Peter Levin, Greystone Investment Management LLC is a registered investment advisor located in Cincinnati, Ohio. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, partnerships, foundations and other legal entities. | Finance |
THOR Investment Management, Inc.
THOR Investment Management, Inc. Investment ManagersFinance THOR Investment Management, Inc. provides investment advisory services. Its services include financial planning, investment management, retirement planning, estate planning, business advisory and tax planning services. The company is headquartered in Cincinnati, OH. | Finance |
Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Finance |
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