Naomi Theresa Dalessandro
Gestore di Portafoglio-Azioni presso Welch & Forbes LLC
Posizioni attive di Naomi Theresa Dalessandro
Società | Posizione | Inizio | Fine |
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Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Gestore di Portafoglio-Azioni | 01/01/2014 | - |
Storia della carriera di Naomi Theresa Dalessandro
Precedenti posizioni note di Naomi Theresa Dalessandro
Società | Posizione | Inizio | Fine |
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Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Analyst-Equity | 11/10/2010 | 31/12/2013 |
Gestore di Portafoglio-Azioni | 11/10/2010 | 31/12/2013 | |
Portfolio Manager-Fixed Income | 11/10/2010 | 31/12/2013 | |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | - | - |
Formazione di Naomi Theresa Dalessandro
University of Massachusetts | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Canada | 2 |
Posizioni
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Fixed Income | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Finance |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Finance |