Perfil
Mr. Matthew C.
Peake, CFA, is Financial Planner at Kuehl Shepherd Kozlowski & Associates, Inc. He was previously employed as an Analyst by Davenport Securities.
Mr. Peake graduated from the University of Virginia with a Bachelor of Arts degree.
Antiguos cargos conocidos de Matt C. Peake.
Empresas | Cargo | Fin |
---|---|---|
Davenport & Co. LLC (Broker)
Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Analyst-Equity | 01/05/2006 |
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Miembro del Comité de Inversión | - |
Formación de Matt C. Peake.
University of Virginia | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
---|---|
Davenport & Co. LLC (Broker)
Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Finance |
Verus Financial Partners, Inc.
Verus Financial Partners, Inc. Investment ManagersFinance Verus Financial Partners, Inc. (Verus) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by James "Jim” Shepherd in 1992. Verus provides fee-only personalized financial planning, tax advising, and investment management services to individuals and families. | Finance |
- Bolsa de valores
- Insiders
- Matt C. Peake