Reese Abbadessa
Direttore operativo presso Horizon Family Wealth, Inc.
Profilo
Ms. Reese Abbadessa is a Chief Operating Officer at Horizon Family Wealth, Inc. She handles the accounting of the firm and works alongside the chief compliance officer to maintain compliance.
Prior to joining Horizon Family Wealth, Ms. Abbadessa was an integral part of the team with both Blane Shea and Kyle Doyle at Riverpoint Wealth Management.
She was also the office manager at Shea Financial Group, Inc., and took care of all communications with broker/dealer Raymond James Financial Services, Inc.
She graduated from the University of Illinois with a Bachelor of Arts in economics in 2006.
Posizioni attive di Reese Abbadessa
| Società | Posizione | Inizio |
|---|---|---|
Horizon Family Wealth, Inc.
 Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Direttore operativo | 01/09/2021 |
Precedenti posizioni note di Reese Abbadessa
| Società | Posizione | Fine |
|---|---|---|
Riverpoint Wealth Management Holdings LLC
 Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Corporate Officer/Principal | 01/10/2021 |
Shea Financial Group, Inc.
 Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Corporate Officer/Principal | 01/10/2013 |
Raymond James Financial Services, Inc.
 Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Analyst-Equity | 01/12/2007 |
Formazione di Reese Abbadessa
| University of Illinois | 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 | 4 |
|---|---|
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021. | Finance |
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA. | Finance |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Finance |
- Borsa valori
- Insiders
- Reese Abbadessa
