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Anna Esoda
Gestor de Cartera-Acciones en Sage Mountain Advisors LLC .
Perfil
Ms. Anna Reid Esoda, CFA, is a Senior Portfolio Manager at Sage Mountain Advisors LLC.
Ms. Esoda was previously employed as a Senior Portfolio Analyst by SignatureFD LLC.
She studied undergraduate Business Administration at the University of North Carolina’s Kenan-Flagler Business School, and she is a CFA charterholder.
Cargos activos de Anna Esoda
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Sage Mountain Advisors LLC
![]() Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Gestor de Cartera-Acciones | 01/02/2022 |
Antiguos cargos conocidos de Anna Esoda.
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SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01/01/2022 |
Formación de Anna Esoda.
Kenan-Flagler Business School | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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SignatureFD LLC
![]() SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
Sage Mountain Advisors LLC
![]() Sage Mountain Advisors LLC Investment ManagersFinance Sage Mountain Advisors LLC (Sage Mountain) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by Scott Neu and Anthony “Tony” Cox in 2018. Sage Mountain offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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