![Marne Luke DeSantis](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
Mr. Marne L.
DeSantis is a Principal at Bluestone Wealth Advisors, Inc. He joined Bluestone Wealth Advisors in 2010.
Previously, Mr. DeSantis was employed as Institutional Trader by Boenning & Scattergood, Inc., Vice President by Quaker Securities, Inc., and a Principal by Dean Witter Reynolds, Inc.
Mr. DeSantis received his undergraduate degree from St. Joseph's University and an MBA from St. Joseph's University.
Anciens postes connus de Marne Luke DeSantis
| Sociétés | Poste | Fin |
|---|---|---|
Valley Brook Capital Group, Inc.
 Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook’s investment approach is based on the belief that the proper allocation of stocks, bonds and cash in their clients' portfolios is the most important factor in determining financial success. Rather than focusing on specific investments, the firm identifies an appropriate ratio of securities, fixed-income investments, real estate investments and cash, to build a portfolio that is suitable for a client's investment needs, objectives and risk tolerance. Portfolios are typically made up of various equity and debt-based securities including individual stocks, no-load or load-waived mutual funds, fixed-income securities, ETFs and other investments. | Trading-Equity | 13/03/2014 |
AmeriServ Wealth Advisors, Inc.
 AmeriServ Wealth Advisors, Inc. Investment ManagersFinance AWA seeks to generate consistent, above benchmark performance results while combining the active and passive styles of management. They utilize a combination of individual equity and fixed income securities as well as mutual and exchange traded funds in the composition of client portfolios. The firm has developed Strategic and Tactical model portfolios to help address the investment needs of their clients. | Corporate Officer/Principal | 28/02/2010 |
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance 1914 Advisors chooses from a wide range of investment products for their clients based on each client’s objectives. The firm’s collaborative approach focuses on ensuring the guidance and support their clients receive is driven by each client’s personal circumstances and financial aspirations. | Corporate Officer/Principal | 30/04/2008 |
Quaker Securities, Inc.
 Quaker Securities, Inc. Investment Banks/BrokersFinance Institutional brokerage firm | Corporate Officer/Principal | 30/04/2005 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formation de Marne Luke DeSantis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
40
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
AmeriServ Wealth Advisors, Inc.
AmeriServ Wealth Advisors, Inc. Investment ManagersFinance AWA seeks to generate consistent, above benchmark performance results while combining the active and passive styles of management. They utilize a combination of individual equity and fixed income securities as well as mutual and exchange traded funds in the composition of client portfolios. The firm has developed Strategic and Tactical model portfolios to help address the investment needs of their clients. | Finance |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance 1914 Advisors chooses from a wide range of investment products for their clients based on each client’s objectives. The firm’s collaborative approach focuses on ensuring the guidance and support their clients receive is driven by each client’s personal circumstances and financial aspirations. | Finance |
Quaker Securities, Inc.
Quaker Securities, Inc. Investment Banks/BrokersFinance Institutional brokerage firm | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
St. Joseph's University
 St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook’s investment approach is based on the belief that the proper allocation of stocks, bonds and cash in their clients' portfolios is the most important factor in determining financial success. Rather than focusing on specific investments, the firm identifies an appropriate ratio of securities, fixed-income investments, real estate investments and cash, to build a portfolio that is suitable for a client's investment needs, objectives and risk tolerance. Portfolios are typically made up of various equity and debt-based securities including individual stocks, no-load or load-waived mutual funds, fixed-income securities, ETFs and other investments. | Finance |
