![Terri Connelly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Terri Connelly is a Financial Advisor & Senior Portfolio Manager at Formidable Asset Management LLC.
She was a former Director of RBC Capital Markets, through acquisition of Seasongood & Mayer LLC, a top ranked underwriter of Municipal Finance.
Aktive Positionen von Terri Connelly
| Unternehmen | Position | Beginn |
|---|---|---|
Formidable Asset Management LLC
 Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Portfolio Manager-Aktien | 01.02.2020 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Finance |
