Katie Edwards
Gestor de Cartera-Acciones en Plante Moran Financial Advisors LLC .
Cargos activos de Katie Edwards
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Plante Moran Financial Advisors LLC
 Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Gestor de Cartera-Acciones | 01/08/2008 | - |
| Analyst-Equity | 01/08/2008 | 01/01/2023 |
Historial de carrera de Katie Edwards
Formación de Katie Edwards.
| University of Dayton | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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