Dee Ann Remo

Direttore/Membro del Consiglio presso CHESAPEAKE FINANCIAL SHARES, INC.

Finance

Commercial Services

Consumer Services

Profilo

Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.

Posizioni attive di Dee Ann Remo

Società	Posizione	Inizio
CHESAPEAKE FINANCIAL SHARES, INC.	Direttore/Membro del Consiglio	-
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Direttore/Membro del Consiglio	16/02/2011
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Amministratore Delegato	01/01/2005
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Direttore/Membro del Consiglio	14/10/2011

Tutte le posizioni attive di Dee Ann Remo

Precedenti posizioni note di Dee Ann Remo

Società	Posizione	Fine
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-

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Società collegate

Aziende private	6
Chesapeake Financial Shares, Inc. (Maryland) Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services	Finance
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
West Virginia University West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Miscellaneous
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Commercial Services
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Finance