Deana Lynn Kelly
Portfolio Manager-Aktien bei Evensky & Katz LLC
Aktive Positionen von Deana Lynn Kelly
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Portfolio Manager-Aktien | 01.01.2007 | - |
Karriereverlauf von Deana Lynn Kelly
Ausbildung von Deana Lynn Kelly
| Carnegie Mellon University | Graduate Degree |
| Westminster College (Pennsylvania) | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |
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