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Maria Wells
Membro del Comitato di Investimento presso Blankinship & Foster LLC
Profilo
Ms. Maria Wells, CFA, is a Financial Advisor & Investment Manager at Blankinship & Foster LLC.
Ms. Maria Wells, CFA, serves as a Financial Advisor and Investment Manager at Blankinship & Foster, where she has been since 2014.
Her role involves portfolio management, investment analysis, and data analytics, inclusive of tasks like portfolio rebalancing, trading, and conducting due diligence on investments.
Ms. Wells holds a bachelor’s degree from the University of California, San Diego, where she pursued her formal education.
Posizioni attive di Maria Wells
Società | Posizione | Inizio |
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Blankinship & Foster LLC
![]() Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Membro del Comitato di Investimento | 01/04/2014 |
Formazione di Maria Wells
University of California San Diego | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Blankinship & Foster LLC
![]() Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Finance |
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