Tracy Rogers

Miembro del Comité de Inversión en Old Port Advisors, Inc. .

Finance

Consumer Services

Cargos activos de Tracy Rogers

Empresas	Cargo	Inicio	Fin
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Gestor de Cartera-Acciones	01/01/2004	-
	Miembro del Comité de Inversión	01/01/2004	-
	Oficial de Cumplimiento	01/01/2004	-

Colorado State University

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Compliance Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectorial

Finance	2
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	1
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Finance

Empresas privadas

Finance