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Cathy Lyn Rahab
Gestore di Portafoglio-Azioni presso Girard Advisory Services LLC
Profilo
Ms. Cathy L.
Rahab is Vice President & Wealth Advisor at Girard Partners Ltd.
With nearly 28 years of experience managing and servicing investment portfolios, she uses her knowledge to evaluate and understand each client’s needs and risk tolerance in order to create custom investment strategies.
She stresses the importance of establishing long term goals and objectives while balancing them with short term realities.
As a Vice President and Wealth Advisor, she strives to develop long-term relationships aimed at meeting client’s financial goals.
Previously, Ms. Rahab served as a Senior Vice President and Director at Evergreen Investments.
She holds a B.S.
in Business Administration degree from Villanova University’s College of Commerce and Finance.
Posizioni attive di Cathy Lyn Rahab
Società | Posizione | Inizio |
---|---|---|
Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Gestore di Portafoglio-Azioni | 01/03/2014 |
Precedenti posizioni note di Cathy Lyn Rahab
Società | Posizione | Fine |
---|---|---|
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Corporate Officer/Principal | 31/12/2013 |
Brain & Behavior Research Foundation | Corporate Officer/Principal | - |
Formazione di Cathy Lyn Rahab
Villanova 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 | 3 |
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Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Finance |
Brain & Behavior Research Foundation | Miscellaneous |
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