Carmen Ioana Bississo
Mitglied des Investmentausschusses bei Cassaday & Co. Wealth Management LLC
Aktive Positionen von Carmen Ioana Bississo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Mitglied des Investmentausschusses | - | - |
Portfolio Manager-Aktien | - | - |
Karriereverlauf von Carmen Ioana Bississo
Ehemalige bekannte Positionen von Carmen Ioana Bississo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Washington Group, Inc.
The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Washington Group, Inc. provides government relations and lobbying services. Its services include legislative tracking & analysis, congressional testimony preparation, crisis management, writing legislative and regulatory language, organizing Washington conferences, drafting position papers, advising on political positioning and media tracking and analysis. The firm clients include healthcare, technology, telecommunications, environmental, defense, trade, real estate and transportation entities. The company was founded in 1995 by G. John O'Hanlon and is headquartered in Washington, DC | Corporate Officer/Principal | - | - |
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Mitglied des Investmentausschusses | 01.01.2008 | - |
Portfolio Manager-Aktien | 01.01.2008 | - |
Ausbildung von Carmen Ioana Bississo
Virginia Polytechnic Institute & State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sektoral
Finance | 3 |
Commercial Services | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
The Washington Group, Inc.
The Washington Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Washington Group, Inc. provides government relations and lobbying services. Its services include legislative tracking & analysis, congressional testimony preparation, crisis management, writing legislative and regulatory language, organizing Washington conferences, drafting position papers, advising on political positioning and media tracking and analysis. The firm clients include healthcare, technology, telecommunications, environmental, defense, trade, real estate and transportation entities. The company was founded in 1995 by G. John O'Hanlon and is headquartered in Washington, DC | Commercial Services |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |
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