Danielle Kaye Margulis
Gestore di Portafoglio-Azioni presso Financial Architects, Inc.
Profilo
Ms. Danielle K.
Margulis is a Portfolio Manager at Financial Architects, Inc. She creates financial needs assessments and full financial plans for MCG clients.
She also serves on the Investment and SEC Committees.
Ms. Margulis has a decade of experience in the financial services industry and previously worked at Pennsylvania Capital Management and Pinnacle Financial Advisors (now RTD Financial Advisors).
Ms. Margulis is a graduate of the University of Maryland, where she earned a Bachelor of Science in Finance and a Bachelor of Science in Human Resource Management.
She furthered her education with an advanced certification as a CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning in Denver, Colorado.
Posizioni attive di Danielle Kaye Margulis
| Società | Posizione | Inizio |
|---|---|---|
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Gestore di Portafoglio-Azioni | 01/04/2017 |
Precedenti posizioni note di Danielle Kaye Margulis
| Società | Posizione | Fine |
|---|---|---|
Pennsylvania Capital Management, Inc.
 Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Corporate Officer/Principal | 01/03/2017 |
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Corporate Officer/Principal | 01/02/2013 |
Formazione di Danielle Kaye Margulis
| University of Maryland | 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 |
|---|---|
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Finance |
Pennsylvania Capital Management, Inc.
Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Finance |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Finance |
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