Profilo
Mr. Terrance R.
Rebello, CFA, is a Portfolio Manager at Drexel Morgan Capital Advisers, Inc. He performs both qualitative and quantitative analysis, reviews asset allocations as they pertain to client mandates, evaluates outside managers, makes investment recommendations, and monitors the performance of client portfolios.
He serves on the firm’s Investment Committee.
Prior to joining the firm, he was employed at Morgan Stanley Investment Management for five years where his responsibilities included investment analysis, as well as performance analysis and reporting.
He earned his Bachelor of Business Administration degree in Finance from the University of Wisconsin at Madison.
He holds the Chartered Financial Analyst professional designation and also holds the Certificate in Investment Performance Measurement professional designation.
Precedenti posizioni note di Terrance R. Rebello
Società | Posizione | Fine |
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Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Analyst-Equity | 01/06/2021 |
Formazione di Terrance R. Rebello
University of Wisconsin | 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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Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Finance |
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