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Debora Caley
Vorstandsvorsitzender bei Richwood Investment Advisors LLC
Aktive Positionen von Debora Caley
Unternehmen | Position | Beginn | Ende |
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Richwood Investment Advisors LLC
![]() Richwood Investment Advisors LLC Investment ManagersFinance Richwood Investment Advisors LLC (Richwood) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Richwood offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Vorstandsvorsitzender | - | - |
Chief Investment Officer | - | - | |
Präsident | - | - |
Karriereverlauf von Debora Caley
Ehemalige bekannte Positionen von Debora Caley
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Mariner Wealth Advisors-Cincinnati LLC
![]() Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Portfolio Manager-Aktien | - | 31.08.2007 |
AlphaMark Advisors LLC
![]() AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors LLC is an independent, registered fee-only investment advisory and wealth management firm headquartered in Fort Wright, Kentucky. It was founded by Michael Simon in 1999. The firm provides investment advisory services to individually managed accounts and registered investment companies. | Corporate Officer/Principal | - | - |
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
Ausbildung von Debora Caley
Xavier University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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CHARLES SCHWAB | Finance |
Private Unternehmen | 3 |
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Mariner Wealth Advisors-Cincinnati LLC
![]() Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
AlphaMark Advisors LLC
![]() AlphaMark Advisors LLC Investment ManagersFinance AlphaMark Advisors LLC is an independent, registered fee-only investment advisory and wealth management firm headquartered in Fort Wright, Kentucky. It was founded by Michael Simon in 1999. The firm provides investment advisory services to individually managed accounts and registered investment companies. | Finance |
Richwood Investment Advisors LLC
![]() Richwood Investment Advisors LLC Investment ManagersFinance Richwood Investment Advisors LLC (Richwood) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Richwood offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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