Margaret Parsons Fretz
Gründer bei Blue Edge Capital LLC
Profil
Ms. Margaret P.
Fretz is a Founding Member, Chief Operating Officer & Chief Compliance Officer at Blue Edge Capital LLC.
She is responsible for implementing and supervising all aspects of the firm’s operations, administration, compliance, and trading functions.
She has over 25 years of direct industry experience.
Ms. Fretz was most recently Chief Compliance Officer for Spider Management Company, a wholly-owned affiliate of the University of Richmond with $2.4 billion under management.
She served for 11 years as Chief Operating Officer and Chief Compliance Officer for Atlantic Capital Management LLC, an investment management firm with $700 million under management on behalf of institutional, SMA, high net worth and models-based accounts.
Prior to ACM, she was a trader and portfolio administrator for Scott and Stringfellow Capital Management and an institutional sales and trading specialist for Crestar Securities Corporation (now SunTrust Bank).
She received her Bachelor of Science from James Madison University.
Aktive Positionen von Margaret Parsons Fretz
Unternehmen | Position | Beginn |
---|---|---|
Blue Edge Capital LLC
Blue Edge Capital LLC Investment ManagersFinance Founded in 2010, Blue Edge Capital LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to private investors, family offices, foundations, endowments and institutional investors. | Gründer | 01.01.2010 |
Ehemalige bekannte Positionen von Margaret Parsons Fretz
Unternehmen | Position | Ende |
---|---|---|
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Corporate Officer/Principal | 31.12.1997 |
Branch Cabell & Co., Inc. | Corporate Officer/Principal | - |
Atlantic Capital Management LLC
Atlantic Capital Management LLC Investment ManagersFinance Founded in 1998 by Bagley Reid, Atlantic Capital Management LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to corporations, trusts, endowments, pension plans, foundations, Taft Hartley plans, public funds and high net-worth individuals. | Geschäftsführer | 28.09.2010 |
Ausbildung von Margaret Parsons Fretz
James Madison University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Atlantic Capital Management LLC
Atlantic Capital Management LLC Investment ManagersFinance Founded in 1998 by Bagley Reid, Atlantic Capital Management LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to corporations, trusts, endowments, pension plans, foundations, Taft Hartley plans, public funds and high net-worth individuals. | Finance |
Scott & Stringfellow Financial, Inc.
Scott & Stringfellow Financial, Inc. Investment ManagersFinance Scott & Stringfellow, Inc. (SS), founded in 1893, is a full service regional brokerage and investment banking firm that serves individual, institutional, corporate and municipal clients. In 1999, the firm became part of BB&T Corporation (NYSE: BBT). They manage the CHOICE portfolios and the BB&T Special Opportunities Fund | Finance |
Branch Cabell & Co., Inc. | Finance |
Blue Edge Capital LLC
Blue Edge Capital LLC Investment ManagersFinance Founded in 2010, Blue Edge Capital LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to private investors, family offices, foundations, endowments and institutional investors. | Finance |