![Joy Arlene Puyear](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>)
Joy Arlene Puyear
Analyst-Equity presso
MAI Capital Management LLC
Profilo
Ms. Joy A. Puyear is a Senior Wealth Advisor & Managing Director at MAI Capital Management LLC.
She works with individuals and families to provide financial planning, portfolio management, and research as needed.
She has over 30 years of industry experience that includes 20 years of experience in the Investment and Financial Services Industry.
Before joining MAI, Ms. Puyear was a Partner at Intersect Capital, LLC.
She received her undergraduate degree from Central Washington University and an MBA from California State University-East Bay.
Posizioni attive di Joy Arlene Puyear
| Società | Posizione | Inizio |
|---|---|---|
MAI Capital Management LLC
 MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Analyst-Equity | 01/07/2022 |
Precedenti posizioni note di Joy Arlene Puyear
| Società | Posizione | Fine |
|---|---|---|
Intersect Capital LLC
 Intersect Capital LLC Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 05/08/2022 |
Formazione di Joy Arlene Puyear
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
47
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Intersect Capital LLC
Intersect Capital LLC Investment ManagersFinance Provides investment advice | Finance |
California State University-East Bay
 California State University-East Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Central Washington University
 Central Washington University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MAI Capital Management LLC
MAI Capital Management LLC Investment ManagersFinance MAI seeks real capital growth proportionate to the level of risk the client is willing to take. The firm uses an investor identification and profile questionnaire to document the client’s investment objectives, time horizon, risk tolerance, tax considerations, and any special considerations and/or restrictions the client chooses to place on the management of the account. They select suitable categories of investments based on the clients' attitudes about risk and their need for capital appreciation or income. MAI primarily seeks to hold securities for the longer term, especially in taxable accounts. The firm uses short-term trades and options less frequently and only when, in their judgment, they are appropriate for a particular account or given market condition. | Finance |
