Profilo
Ms. Dannelle D.
Ward is Partner at Acropolis Investment Management LLC.
She has over 20 years of experience in the financial services industry.
In the firm she has advised high net worth individuals and their families on their investments and many other financial matters including their estate planning needs, risk management, tax efficiency, retirement planning, and income and cash-flow management.
She is also the firm’s Chief Compliance Officer.
Prior to co-founding Acropolis Investment Management in 2002, Ms. Ward spent ten years at Mark Twain Bank.
She began her career in 1990 as an internal auditor and went on join the Capital Markets where she was a Vice President and Assistant Managing Director in the Institutional Fixed Income Group until she left to start Acropolis.
She earned a B.S.
in Business Administration with a concentration in accounting and economics from the University of Missouri St. Louis in 1990.
She is a registered investment advisor representative.
She earned her Certified Financial Planner designation in 2018.
Posizioni attive di Dannelle Dyan Ward
| Società | Posizione | Inizio |
|---|---|---|
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Fondatore | 01/01/2002 |
Precedenti posizioni note di Dannelle Dyan Ward
| Società | Posizione | Fine |
|---|---|---|
Mark Twain Bancshares, Inc.
Mark Twain Bancshares, Inc. Regional BanksFinance National commercial bank | Corporate Officer/Principal | 31/12/1998 |
Formazione di Dannelle Dyan Ward
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Mark Twain Bancshares, Inc.
Mark Twain Bancshares, Inc. Regional BanksFinance National commercial bank | Finance |
University of Missouri
University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis seeks tax-efficient strategies and securities whenever possible and practicable and seeks to keep turnover and the related transaction costs low. The Investment Committee uses historic long-term commercial and academic data to estimate the risk, return and correlation properties of a variety of asset classes. Various models are then used to create a balanced portfolio with an allocation to stocks and bonds based on the client’s situation. | Finance |
















