Elise Sutton
Plus aucun poste en cours
Profil
Ms. Elise Sutton is an Associate at Homrich & Berg, Inc. Prior to joining Homrich & Berg in October 2013, she was the Director of Operations for Redwood Wealth Management, a fee-only firm located in Alpharetta.
She is a member of the Financial Planning Association of Georgia and The Atlanta Steinway Society.
She started her career in the financial industry in 2006.
Ms. Sutton graduated from the Coles Business College at Kennesaw State University where she earned a degree in finance and a minor in business law.
Anciens postes connus de Elise Sutton
| Sociétés | Poste | Fin |
|---|---|---|
Redwood Wealth Management LLC
 Redwood Wealth Management LLC Investment ManagersFinance Part of Wipfli LLP, Redwood Wealth Management LLC is a company that provides investment advisory services. The company is based in Alpharetta, GA. Redwood Wealth Management was acquired by Wipfli Financial Advisors LLC on December 31, 2021. | Corporate Officer/Principal | 30/09/2013 |
Homrich & Berg, Inc. (Investment Management)
 Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Analyst-Equity | - |
Formation de Elise Sutton
| Kennesaw State University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Homrich & Berg, Inc. (Investment Management)
Homrich & Berg, Inc. (Investment Management) Investment ManagersFinance Homrich & Berg, Inc. (Investment Management) (H&B-IM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Andrew J. Berg in 1989 and is a subsidiary of HB Weath Management LLC. H&B-IM primarily provides wealth management services mainly to individuals and families, but also to trusts, retirement plans, corporate entities, foundations, and family offices. | Finance |
Redwood Wealth Management LLC
Redwood Wealth Management LLC Investment ManagersFinance Part of Wipfli LLP, Redwood Wealth Management LLC is a company that provides investment advisory services. The company is based in Alpharetta, GA. Redwood Wealth Management was acquired by Wipfli Financial Advisors LLC on December 31, 2021. | Finance |
