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Dean Peabody
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Profilo
Mr. Dean Peabody is a Managing Director of Trading & Research at Reilly Financial Advisors LLC.
He oversees the operational aspects of the firm’s portfolio management software, as well as day-to-day transactional procedures, working hand-in-hand with our custodians.
He works closely with the Reilly Financial Advisors investment committee in stock selection, retention and purchasing to ensure that client portfolios adhere to the firm’s 20-point inspection process and investment philosophy.
He is also a sitting member of the Executive Committee.
He joined the Reilly family business in 1994.
He has earned the FINRA Series 7 and 63 licenses.
Precedenti posizioni note di Dean Peabody
Società | Posizione | Fine |
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Reilly Financial Advisors LLC
![]() Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Analyst-Equity | 01/01/2022 |
Formazione di Dean Peabody
San Diego State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Reilly Financial Advisors LLC
![]() Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
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