Wendy Allard Laidlaw
Direktor/Vorstandsmitglied bei R. M. Davis, Inc.
Profil
Ms. Wendy A.
Laidlaw is Vice President, Chief Financial Officer & Portfolio Manager at R.
M.
Davis, Inc. She joined the firm in December 1995.
She is involved in many aspects of the firm, from portfolio management to heading up the firm's Finance Department, from compliance assistance to human resource leadership.
She is a member of the Management Committee.
Ms. Laidlaw was employed as Operating Accountant by Pentagon Memorial Fund and a Member by Capitol Hill Associates LP.
She received her undergraduate degree from George Mason University and an MBA from Meredith College.
She is a Certified Financial Planner and an Investment Adviser Certified Compliance Professional Risk Management Specialist.
Aktive Positionen von Wendy Allard Laidlaw
| Unternehmen | Position | Beginn |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von Wendy Allard Laidlaw
| Unternehmen | Position | Ende |
|---|---|---|
Pentagon Memorial Fund, Inc.
 Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Comptroller/Controller/Auditor | 31.12.1985 |
| Capitol Hill Associates LP | Corporate Officer/Principal | 31.12.1982 |
Ausbildung von Wendy Allard Laidlaw
| Meredith College | Masters Business Admin |
| George Mason 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 | 3 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Pentagon Memorial Fund, Inc.
Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Miscellaneous |
| Capitol Hill Associates LP |
