![Noreen Dillon Walsh](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>)
Noreen Dillon Walsh
Compliance Officer chez
Aequitas Investment Advisors LLC
Profil
Ms. Noreen D.
Walsh is a Principal, Investment Planner & Chief Compliance Officer at Aequitas Investment Advisors LLC.
She joined Aequitas in June of 2005.
Ms. Walsh started her career in the financial services industry in 1994 as a Senior Trust Specialist with Mellon Bank.
Prior to joining Aequitas, she was a Financial Planning Associate and Investment Research Specialist with a fee-only investment management firm in Boston, MA.
She holds a Master of Business Administration degree from Suffolk University and a B.S.
in Business Administration from Massachusetts College of Liberal Arts.
She also completed the required courses of the Certified Financial Planner® Program at Northeastern University’s School of Professional & Continuing Studies.
Postes actifs de Noreen Dillon Walsh
| Sociétés | Poste | Début |
|---|---|---|
Aequitas Investment Advisors LLC
 Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas develops a long-term asset allocation strategy and investment policies which are designed to meet their client’s objectives. The asset allocation strategy incorporates the client’s investment time horizon, risk tolerance and liquidity needs. | Compliance Officer | 01/06/2005 |
Formation de Noreen Dillon Walsh
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Suffolk University
 Suffolk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Massachusetts College of Liberal Arts
 Massachusetts College of Liberal Arts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas develops a long-term asset allocation strategy and investment policies which are designed to meet their client’s objectives. The asset allocation strategy incorporates the client’s investment time horizon, risk tolerance and liquidity needs. | Finance |
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