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Historial de carrera de Laura Lee McAree
Antiguos cargos conocidos de Laura Lee McAree.
Empresas | Cargo | Inicio | Fin |
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West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Analyst-Equity | 01/04/2014 | 01/03/2019 |
Gestor de Cartera-Acciones | 01/04/2014 | 01/03/2019 | |
Garnet Group LLC
![]() Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Corporate Officer/Principal | 01/11/2007 | 01/06/2010 |
Aegis Wealth Management LLC
![]() Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Analyst-Equity | 01/03/2007 | 01/11/2007 |
Heritage Investors Management Corp.
![]() Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Gestor de Cartera-Acciones | 01/04/1999 | 01/02/2000 |
Formación de Laura Lee McAree.
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 6 |
Operativa
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectorial
Finance | 5 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Heritage Investors Management Corp.
![]() Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Finance |
West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities. | Finance |
Aegis Wealth Management LLC
![]() Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Finance |
Garnet Group LLC
![]() Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Finance |
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