![Estee Faranda](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Estee Faranda
Direttore/Membro del Consiglio presso
YCharts, Inc.
Profilo
Estee Faranda is currently a Director at YCharts, Inc. She previously worked as Director & Chief Executive Officer at PFS Investments, Inc. from 2020 to 2023, Managing Director at Envestnet, Inc. from 2015 to 2020, Vice President at Morningstar Investment Services LLC from 2006 to 2015, and Vice President at Abn Amro Trust Services Co. from 1998 to 2006.
She also worked as a Senior Client Services Representative at New England Financial from 1995 to 1998.
Posizioni attive di Estee Faranda
| Società | Posizione | Inizio |
|---|---|---|
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors | Direttore/Membro del Consiglio | 01/02/2021 |
Precedenti posizioni note di Estee Faranda
| Società | Posizione | Fine |
|---|---|---|
PFS Investments, Inc.
 PFS Investments, Inc. Investment ManagersFinance PFSI is responsible for administering the Program and provides the centralized technology platform on which it operates. The firm is also responsible for implementing the investment strategies in the accounts of the investors in the Program. | Amministratore Delegato | 01/09/2023 |
| ENVESTNET, INC. | Corporate Officer/Principal | 01/01/2020 |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | Corporate Officer/Principal | 01/03/2015 |
Abn Amro Trust Services Co.
 Abn Amro Trust Services Co. Regional BanksFinance Provides trust services and asset management services | Corporate Officer/Principal | 01/01/2006 |
New England Financial
 New England Financial Insurance Brokers/ServicesFinance Provides insurance and financial services | Corporate Officer/Principal | 01/01/1998 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
33
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | Finance |
PFS Investments, Inc.
PFS Investments, Inc. Investment ManagersFinance PFSI is responsible for administering the Program and provides the centralized technology platform on which it operates. The firm is also responsible for implementing the investment strategies in the accounts of the investors in the Program. | Finance |
New England Financial
New England Financial Insurance Brokers/ServicesFinance Provides insurance and financial services | Finance |
Abn Amro Trust Services Co.
Abn Amro Trust Services Co. Regional BanksFinance Provides trust services and asset management services | Finance |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services Operates as a web based financial research and analysis platform for asset managers and advisors | Technology Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
