Meg Patricia Sheil-Puopolo
Gestor de Cartera-Acciones en Verdence Capital Advisors LLC .
Perfil
Ms. Meg P.
Sheil-Puopolo is a Director & Private Wealth Advisor at Verdence Capital Advisors LLC.
She provides financial planning, investment management and estate planning services.
Prior to joining Verdence, she spent 18 years at Fidelity, where she most recently served as Vice President, Financial Consultant, bringing with her a wealth of experience serving high net worth individuals, families and business owners.
She earned her BA in Biology from Indiana University Bloomington.
Cargos activos de Meg Patricia Sheil-Puopolo
| Empresas | Cargo | Inicio |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Gestor de Cartera-Acciones | 01/04/2019 |
Formación de Meg Patricia Sheil-Puopolo.
| Indiana University | Undergraduate Degree |
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| Empresas privadas | 1 |
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Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
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