Perfil
Ms. Barresi joined Abner, Herrman & Brock in 2010.
Her background includes several years of experience in Client Servicing at Morgan Stanley and UBS Financial Services.
Antiguos cargos conocidos de Dana Barresi.
| Empresas | Cargo | Fin |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | - |
Abner, Herrman & Brock LLC
Abner, Herrman & Brock LLC Investment ManagersFinance AHB tailors a portfolio to a client’s individual needs and investment objectives. The firm employs a top-down investment approach which focuses first on the outlook for the overall economy on a short, intermediate and long-term basis. Their equity portfolios are typically comprised of common stocks of large-cap companies. Fixed income portfolios are generally invested in investment grade corporate bond securities, investment grade municipal bond securities, US government agency bonds and US government Treasury securities. Balanced portfolios are invested in a combination of the above-mentioned equity and fixed income securities. | Ventas & Marketing | - |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Morgan Stanley
Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Abner, Herrman & Brock LLC
Abner, Herrman & Brock LLC Investment ManagersFinance AHB tailors a portfolio to a client’s individual needs and investment objectives. The firm employs a top-down investment approach which focuses first on the outlook for the overall economy on a short, intermediate and long-term basis. Their equity portfolios are typically comprised of common stocks of large-cap companies. Fixed income portfolios are generally invested in investment grade corporate bond securities, investment grade municipal bond securities, US government agency bonds and US government Treasury securities. Balanced portfolios are invested in a combination of the above-mentioned equity and fixed income securities. | Finance |
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