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Rachel Meri Zibrak
Gestor de Cartera-Acciones en The Colony Group LLC .
Cargos activos de Rachel Meri Zibrak
Empresas | Cargo | Inicio | Fin |
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The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Gestor de Cartera-Acciones | 31/12/2021 | - |
Historial de carrera de Rachel Meri Zibrak
Antiguos cargos conocidos de Rachel Meri Zibrak.
Empresas | Cargo | Inicio | Fin |
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DAC, Inc. (MA)
![]() DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Director de Investigación - Acciones | 01/01/2014 | 31/12/2021 |
Miembro del Comité de Inversión | 01/01/2014 | 31/12/2021 | |
Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Analyst-Equity | 01/01/2005 | 31/12/2007 |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | 01/01/2000 | 31/12/2004 |
RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Corporate Officer/Principal | - | - |
New England Private Wealth Advisors LLC
![]() New England Private Wealth Advisors LLC Investment ManagersFinance New England Private Wealth Advisors LLC (NEPWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded in 2005 by Ira Gene Rapaport. NEPWA provides highly customized and integrated investment advisory/wealth planning services for individuals and institutional clients. | Corporate Officer/Principal | - | - |
Formación de Rachel Meri Zibrak.
Boston College | Masters Business Admin |
Lehigh University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 9 |
Operativa
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Masters Business Admin | 1 |
Sectorial
Finance | 7 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 6 |
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Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
DAC, Inc. (MA)
![]() DAC, Inc. (MA) Investment ManagersFinance Founded in 1987, Derby & Co., Inc. is a registered investment advisor located in Newton, Massachusetts. | Finance |
New England Private Wealth Advisors LLC
![]() New England Private Wealth Advisors LLC Investment ManagersFinance New England Private Wealth Advisors LLC (NEPWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded in 2005 by Ira Gene Rapaport. NEPWA provides highly customized and integrated investment advisory/wealth planning services for individuals and institutional clients. | Finance |
RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
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