Meg Halloran
Gestor de Cartera-Acciones en Carnegie Capital Asset Management LLC .
Perfil
Ms. Margaret E.
Halloran is a Senior Portfolio Manager at Carnegie Capital Asset Management LLC.
She works with high net worth individuals, foundations and retirement plans to build an individualized portfolio to meet the client’s objectives.
She has over 25 years of industry experience.
Prior to joining Carnegie in 2017, Ms. Halloran was a Partner, Portfolio Manager and member of the Investment Committee at Midwest Investment Management for 17 years.
Prior to that, she worked at Key Bank as an Institutional Pension Plan Relationship Manager working with Corporations to service their retirement plans.
She acquired her BS in Finance from the University of Dayton and an MBA from the Weatherhead School of Management at Case Western Reserve University.
Cargos activos de Meg Halloran
| Empresas | Cargo | Inicio |
|---|---|---|
Carnegie Capital Asset Management LLC
 Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Gestor de Cartera-Acciones | 01/10/2017 |
Antiguos cargos conocidos de Meg Halloran.
| Empresas | Cargo | Fin |
|---|---|---|
Midwest Investment Management LLC
 Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor. | Gestor de Cartera-Acciones | 01/12/2017 |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | 31/12/1999 |
Formación de Meg Halloran.
| University of Dayton | Undergraduate Degree |
| Weatherhead School of Management | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
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Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Midwest Investment Management LLC
Midwest Investment Management LLC Investment ManagersFinance Midwest Investment Management LLC, located in Cleveland, Ohio, is a registered investment advisor. | Finance |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
Carnegie Capital Asset Management LLC
Carnegie Capital Asset Management LLC Investment ManagersFinance Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities. | Finance |
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