![Lori Mineo](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>)
Profilo
Ms. Laura A. Mineo is a Senior Registered Client Service Associate at McDonald Partners LLC.
She has more than 30 years of experience in the financial services industry, spanning a wide variety of responsibilities.
She ensures all of her clients receive the ultimate care and counsel from her and her team.
Prior to joining McDonald Partners, Ms. Mineo worked as an Investment Associate with McDonald Investments and Wells Fargo Advisors.
Here, she was responsible for branch compliance and operations, and was also the primary contact for several outside money management firms with more than $40 million in assets.
Before these roles, she was a Junior Partner with Joseph Stanzi.
She is Series 7 licensed.
Posizioni attive di Lori Mineo
| Società | Posizione | Inizio |
|---|---|---|
McDonald Partners LLC
 McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Analyst-Equity | 01/07/2009 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
17
Relazioni di 1° grado
1
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Finance |
