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Naomi Theresa Dalessandro
Gestionnaire de Portefeuille-Actions chez Welch & Forbes LLC
Postes actifs de Naomi Theresa Dalessandro
Sociétés | Poste | Début | Fin |
---|---|---|---|
Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2014 | - |
Historique de carrière de Naomi Theresa Dalessandro
Anciens postes connus de Naomi Theresa Dalessandro
Sociétés | Poste | Début | Fin |
---|---|---|---|
Woodstock Corp.
![]() Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Analyst-Equity | 11/10/2010 | 31/12/2013 |
Gestionnaire de Portefeuille-Actions | 11/10/2010 | 31/12/2013 | |
Portfolio Manager-Fixed Income | 11/10/2010 | 31/12/2013 | |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | - | - |
Formation de Naomi Theresa Dalessandro
University of Massachusetts | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Canada | 2 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Woodstock Corp.
![]() Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Edward Jones Investments
![]() Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Finance |
Welch & Forbes LLC
![]() Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Finance |
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