Daiana Kelleyian

Daiana Kelleyian

Gestore di Portafoglio-Azioni presso EP Wealth Advisors LLC

Finance
Consumer Services

Profilo

Ms. Daiana Kelleyian, CFA, is a Portfolio Manager at EP Wealth Advisors LLC.
She has over 9 years of professional experience in the investment industry.
Prior to EP Wealth, Ms. Kelleyian served as a Portfolio Manager at City National Rochdale LLC, where she was responsible for the management of tax-free fixed income portfolios and bond selection strategies.
She has also served as an Investment and Trust Analyst for City National Bank’s Tax and Financial Planning Group, where she provided in-depth investment portfolio analysis for Wealth Management’s top-tier clients and prospects.
She earned a Bachelor of Science in Finance and Business Administration from California State University, Northridge.
She holds the Chartered Financial Analyst designation.

Posizioni attive di Daiana Kelleyian

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/09/2019
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Precedenti posizioni note di Daiana Kelleyian

SocietàPosizioneFine
Portfolio Manager-Fixed Income 01/08/2019
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Formazione di Daiana Kelleyian

The California State University Undergraduate Degree

Esperienze
Posizioni ricoperte

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Aziende private

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Relazioni

93

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3

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Aziende private2

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Finance

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