Cathy Lynn Thomas
Fundador en Triangle Securities Wealth Management, Inc. .
Perfil
Ms. Cathy L.
Thomas is a Managing Director, Chief Operating & Compliance Officer & Senior Relationship Manager at Triangle Securities Wealth Management, Inc. She is one of the founding members of the firm.
Ms. Thomas was previously employed as a Principal by Wheat First Securities, Inc. and an Assistant Vice President by Davenport & Co. LLC.
She received her undergraduate degree from Old Dominion University and is a Chartered Retirement Plan Specialist.
Cargos activos de Cathy Lynn Thomas
| Empresas | Cargo | Inicio |
|---|---|---|
Triangle Securities Wealth Management, Inc.
 Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Fundador | 01/08/2008 |
Antiguos cargos conocidos de Cathy Lynn Thomas.
| Empresas | Cargo | Fin |
|---|---|---|
| Wheat First Securities, Inc. | Corporate Officer/Principal | 31/12/1999 |
Davenport & Co. LLC
 Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Corporate Officer/Principal | - |
Formación de Cathy Lynn Thomas.
| Old Dominion University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | Finance |
Davenport & Co. LLC
Davenport & Co. LLC Investment ManagersFinance Davenport & Co. LLC (Davenport) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1863 and is a subsidiary of Davenport & Co. of Virginia, Inc. Davenport manages separate accounts for individuals, institutions, ERISA plans, trusts, estates, corporations, and other types of entities. They also serve as the Advisor to various mutual funds. | Finance |
| Wheat First Securities, Inc. | Finance |
- Bolsa de valores
- Insiders
- Cathy Lynn Thomas
