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Lynn Waples
Gestor de Cartera-Acciones en
Argent Wealth Management LLC
.
Perfil
Ms. Lynn Waples is Senior Financial Advisor at Argent Wealth Management LLC.
She joined the firm in 2008.
She is a member of NAPFA and the Financial Planning Association.
She serves as the Treasurer for the Annie Sullivan Middle School Parent Communication Council.
Previously, Ms. Waples was with State Street Bank as Director of Fund Accounting.
She received her Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Science in Finance from Boston College.
Cargos activos de Lynn Waples
| Empresas | Cargo | Inicio |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance AWM uses traditional and alternative investment strategies to construct diversified portfolios to provide superior risk-adjusted returns in any market environment. Their perspective is global. The firm utilizes a propriety strategic asset allocation model; stocks, bonds, alternatives (private equity, real estate, hedge funds) – which provide better returns with less risk than traditional investments only. | Gestor de Cartera-Acciones | 01/01/2008 |
Formación de Lynn Waples.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
91
Relaciones de 1er grado
3
Empresas vinculadas al 1er grado
Hombre
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance AWM uses traditional and alternative investment strategies to construct diversified portfolios to provide superior risk-adjusted returns in any market environment. Their perspective is global. The firm utilizes a propriety strategic asset allocation model; stocks, bonds, alternatives (private equity, real estate, hedge funds) – which provide better returns with less risk than traditional investments only. | Finance |
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