![Renie Walters](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Renie Walters
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Profil
Ms. Renie Walters is an Assistant Vice President at Ancora Advisors LLC.
Before joining Ancora Advisors in 2007, Ms. Walters was a Client Service Representative with Winslow Asset Management, Inc. She was the project leader for the firms' GIPS compliance and verification with additional responsibilities included assisting with portfolio management, monitoring asset allocations and trading.
In addition to her work as a Marketing Associate at Alliance Capital Management, LPand a Financial Associate at A.G.
Edwards & Sons, Inc., Ms. Walters worked in the investor Relations for Verus Investment Management, LLC, a hedge fund re-start from Shaker Investments.
While there, she was responsible for facilitating the private placement memorandums and subscriptions documents for the fund.
She also set up new accounts, tracked changes to client capital, updated collateral marketing material, assisted with the development of the firm identity.
Ms. Walters was also the Marketing Coordinator at Shaker Investments.
She updated and maintained marketing collateral including presentations for multiple investment strategies, newsletters, customized client service reports for hedge funds, equity strategies and mutual funds.
She assisted in the updates of technical marketing reports and also facilitated the rollout of new marketing material.
She attended both Kent State University and Malone University.
Ehemalige bekannte Positionen von Renie Walters
Unternehmen | Position | Ende |
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Shaker Investments LLC
![]() Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Corporate Officer/Principal | - |
Winslow Asset Management, Inc.
![]() Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Corporate Officer/Principal | - |
Verus Investment Management LLC
![]() Verus Investment Management LLC Investment ManagersFinance Verus Investment Management LLC is a hedge fund firm located in Highland Hills, Ohio. | Corporate Officer/Principal | - |
Ancora Advisors LLC
![]() Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Vertrieb & Marketing | - |
Ausbildung von Renie Walters
Kent State University (Ohio) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Ancora Advisors LLC
![]() Ancora Advisors LLC Investment ManagersFinance Ancora Advisors LLC is a SEC-registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by Richard Barone in 2003 and is a subsidiary of The Ancora Group, Inc., ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Ancora Advisors provides customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & Not-for-Profit organizations, unions, and other investment advisers. | Finance |
Winslow Asset Management, Inc.
![]() Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts). | Finance |
Verus Investment Management LLC
![]() Verus Investment Management LLC Investment ManagersFinance Verus Investment Management LLC is a hedge fund firm located in Highland Hills, Ohio. | Finance |
Shaker Investments LLC
![]() Shaker Investments LLC Investment ManagersFinance Shaker Investments LLC is an independent registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 1991 by Edward Hemmelgarn and provides advisory services to individual and institutional investors. | Finance |