Dee Ann Remo

Director/Miembro de la Junta en CHESAPEAKE FINANCIAL SHARES, INC. .

Finance

Commercial Services

Consumer Services

Perfil

Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.

Cargos activos de Dee Ann Remo

Empresas	Cargo	Inicio
CHESAPEAKE FINANCIAL SHARES, INC.	Director/Miembro de la Junta	-
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Director/Miembro de la Junta	16/02/2011
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Director Ejecutivo	01/01/2005
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Director/Miembro de la Junta	14/10/2011

Todos los cargos activos de Dee Ann Remo

Antiguos cargos conocidos de Dee Ann Remo.

Empresas	Cargo	Fin
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-

Ver el detalle de la experiencia de Dee Ann Remo.

Formación de Dee Ann Remo.

Experiencias
Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Ver el detalle de la experiencia de Dee Ann Remo.

Relaciones

Relaciones de 1er grado

Empresas vinculadas al 1er grado

Hombre

Mujer

Administradores

Ejecutivos

Consultar la red personal

Empresas relacionadas

Empresas privadas	6
Chesapeake Financial Shares, Inc. (Maryland) Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services	Finance
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
West Virginia University West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Miscellaneous
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Commercial Services
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Finance