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Beverly Hodgson Conley
Membre du Comité d'Investissement chez
Truxton Trust Co.
Profil
Ms. Beverly H.
Conley is a Senior Vice President, Client Experience & Investment Operations Manager at Truxton Trust Co. She is also a member of Truxton’s Wealth Management Investment Management Committee.
She is integral in the development and execution of operational initiatives associated with investments.
Her primary responsibility is investment account management including equity model implementation, account rebalancing, gain/loss harvesting, managing client restrictions, investing client cash flows, and liquidating investments to meet client withdrawal demands.
She joined Truxton Trust in 2004, its opening year, as Wealth Management Specialist, before transitioning to her investment operations role.
Prior to joining Truxton, she worked as a research associate with Powell Johnson and a financial advisor associate at Morgan Stanley.
Ms. Conley received her Bachelor of Arts in economics from The University of the South.
She is a licensed insurance agent.
Postes actifs de Beverly Hodgson Conley
| Sociétés | Poste | Début |
|---|---|---|
Truxton Trust Co.
 Truxton Trust Co. Investment ManagersFinance Truxton Trust invests in clients' long-term financial and risk tolerance. The firm considers each client's current investment strategy and offers recommendations on how they can best meet their financial goals. They also assist with the titling and structuring of assets to increase potential earnings while minimizing tax obligations. | Membre du Comité d'Investissement | - |
Anciens postes connus de Beverly Hodgson Conley
| Sociétés | Poste | Fin |
|---|---|---|
PowellJohnson, Inc.
 PowellJohnson, Inc. Investment ManagersFinance PJ develops personalized asset allocation strategies based on their clients' goals. | Corporate Officer/Principal | 31/10/2004 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/01/2003 |
| TRUXTON CORPORATION | Corporate Officer/Principal | - |
Formation de Beverly Hodgson Conley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PJ develops personalized asset allocation strategies based on their clients' goals. | Finance |
Sewanee-The University of the South
 Sewanee-The University of the South Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Truxton Corp.
 Truxton Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking and wealth management services | Finance |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust invests in clients' long-term financial and risk tolerance. The firm considers each client's current investment strategy and offers recommendations on how they can best meet their financial goals. They also assist with the titling and structuring of assets to increase potential earnings while minimizing tax obligations. | Finance |
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