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Debora Caley
Amministratore Delegato presso Richwood Investment Advisors LLC
Posizioni attive di Debora Caley
Società | Posizione | Inizio | Fine |
---|---|---|---|
Richwood Investment Advisors LLC
![]() Richwood Investment Advisors LLC Investment ManagersFinance Richwood Investment Advisors LLC (Richwood) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Richwood offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Amministratore Delegato | - | - |
Direttore degli Investimenti | - | - | |
Presidente | - | - |
Storia della carriera di Debora Caley
Precedenti posizioni note di Debora Caley
Società | Posizione | Inizio | Fine |
---|---|---|---|
Mariner Wealth Advisors-Cincinnati LLC
![]() Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Gestore di Portafoglio-Azioni | - | 31/08/2007 |
AlphaMark Advisors LLC
![]() AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors LLC is an independent, registered fee-only investment advisory and wealth management firm headquartered in Fort Wright, Kentucky. It was founded by Michael Simon in 1999. The firm provides investment advisory services to individually managed accounts and registered investment companies. | Corporate Officer/Principal | - | - |
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
Formazione di Debora Caley
Xavier University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
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CHARLES SCHWAB | Finance |
Aziende private | 3 |
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Mariner Wealth Advisors-Cincinnati LLC
![]() Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
AlphaMark Advisors LLC
![]() AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors LLC is an independent, registered fee-only investment advisory and wealth management firm headquartered in Fort Wright, Kentucky. It was founded by Michael Simon in 1999. The firm provides investment advisory services to individually managed accounts and registered investment companies. | Finance |
Richwood Investment Advisors LLC
![]() Richwood Investment Advisors LLC Investment ManagersFinance Richwood Investment Advisors LLC (Richwood) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Richwood offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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