Michelle Elise Wells
Director de Operaciones en The Darrow Co., Inc. .
Perfil
Ms. Michelle E.
Wells, CFA, is a Portfolio Manager & Wealth Advisor at The Darrow Co., Inc. She brings over twenty years of experience in the fields of financial planning and investment management to her work at Darrow Wealth Management.
Michelle has been with the company since 1988.
She now leads the portfolio management and trading for the firm, as well as the operations and compliance.
She received her undergraduate degree from Simmons University.
Cargos activos de Michelle Elise Wells
| Empresas | Cargo | Inicio |
|---|---|---|
The Darrow Co., Inc.
 The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Director de Operaciones | 01/01/1988 |
Formación de Michelle Elise Wells.
| Simmons University | Undergraduate Degree |
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| Empresas privadas | 1 |
|---|---|
The Darrow Co., Inc.
The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Finance |
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