Stacy Austin Reinhart
Gestor de Cartera-Acciones en Boston Financial Management LLC .
Perfil
Ms. Stacy A.
Reinhart is a Managing Director at Boston Financial Management LLC.
She is also a Wealth Manager of the firm.
She focuses on portfolio management and building long-term relationships with individuals and families.
Prior to joining Boston Financial Management in 2016, Ms. Reinhart was Managing Director, Portfolio Manager, and Treasurer at Emerson Investment Management.
She served as Senior Vice President and Portfolio Manager at U.S.
Trust/Bank of America (previously State Street Global Advisors) as well as Cape Cod Bank & Trust.
She started her career in finance at E.F.
Hutton and in institutional equity sales at PaineWebber, Inc. in New York City.
She graduated with a Bachelor of Arts degree in Economics from Yale University and received a Master’s degree in Business Administration from Pennsylvania’s Wharton School.
Cargos activos de Stacy Austin Reinhart
Empresas | Cargo | Inicio |
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Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Gestor de Cartera-Acciones | 01/01/2016 |
Antiguos cargos conocidos de Stacy Austin Reinhart.
Empresas | Cargo | Fin |
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Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Miembro del Comité de Inversión | 13/05/2016 |
Paine Webber, Inc. (New York) | Corporate Officer/Principal | - |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Corporate Officer/Principal | - |
Formación de Stacy Austin Reinhart.
Yale University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiencias
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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Emerson Investment Management LLC
Emerson Investment Management LLC Investment ManagersFinance Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions. | Finance |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Paine Webber, Inc. (New York) | |
Boston Financial Management LLC
Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
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