![Maria Elizabeth Whitney](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. Maria E.
Whitney was previously employed as a Research Analyst by Biltmore Family Office LLC.
She performed due diligence on prospective managers and continued research on those where the firm’s clients have an ongoing investment.
Prior to joining Biltmore Family Office, Ms. Whitney worked as a High Net Worth Client Representative with a multi-billion dollar investment firm where she analyzed and solved complex issues for clients who had between $1 million and $1 billion invested.
Her experience includes customizing investment products based off a needs analysis, situational wealth management knowledge, and an understanding of the equity market from her experience in placing stock trades and individual equity research.
She graduated from Appalachian State University with a dual business degree in Finance and International Business.
Anciens postes connus de Maria Elizabeth Whitney
| Sociétés | Poste | Fin |
|---|---|---|
Biltmore Family Office LLC
 Biltmore Family Office LLC Investment ManagersFinance BFO’s investment goal is to increase family assets over inflation, spending, taxes, liabilities, and generational expansion by actively managing returns, cash flows, volatility, and illiquidity. The firm employs both quantitative and qualitative analysis to determine portfolio allocations. The investment team begins with a baseline allocation incorporating opportunistic themes arising out of fiscal and monetary policy analysis, credit cycle timing, and asset class valuations. | Analyst-Equity | 01/07/2019 |
Formation de Maria Elizabeth Whitney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Appalachian State University
 Appalachian State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Biltmore Family Office LLC
Biltmore Family Office LLC Investment ManagersFinance BFO’s investment goal is to increase family assets over inflation, spending, taxes, liabilities, and generational expansion by actively managing returns, cash flows, volatility, and illiquidity. The firm employs both quantitative and qualitative analysis to determine portfolio allocations. The investment team begins with a baseline allocation incorporating opportunistic themes arising out of fiscal and monetary policy analysis, credit cycle timing, and asset class valuations. | Finance |
