![Catie Arnold](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Catherine D.
Arnold worked as a Private Wealth Advisor at LVW Advisors LLC from 2014 to 2019.
She completed her undergraduate degree at State University of New York College at Geneseo.
Precedenti posizioni note di Catie Arnold
| Società | Posizione | Fine |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Trading-Equity | 01/10/2019 |
Formazione di Catie Arnold
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
6
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
State University of New York College at Geneseo
 State University of New York College at Geneseo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Finance |
