Profil
Ms. Rachael H.
Neil is a Senior Associate at Homrich & Berg, Inc.
Prior to joining Homrich & Berg, Inc. in September 2012, Ms. Neil was employed as an Investment Advisor by Howe Barnes Hoefer & Arnett, a Portfolio Manager by Bingham Osborn & Scarborough LLC, and a Trust Administrator by Wells Fargo Private Client Services.
Ms. Neil received her BS in Finance, summa cum laude, from Golden Gate University.
She is a Certified Financial Planner.
Anciens postes connus de Rachael Hope Neil
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/07/2014 |
Howe Barnes Hoefer & Arnett
 Howe Barnes Hoefer & Arnett Investment Banks/BrokersFinance Founded in 1915, Howe Barnes Hoefer & Arnett is a full-service brokerage firm headquartered in Chicago. The firm provides sales, trading, research and corporate finance services for community banks and thrifts. Their equity capital markets department specializes in sales, trading, research and investment banking services for community banks and thrifts. Through their private client services department, the firm provides investment advice and products to both individual and institutional customers. Howe Barnes Hoefer & Arnett is the exclusive provider of capital markets services for the Independent Community Bankers of America (ICBA). Howe Barnes Hoefer & Arnett offers fixed-income products and services through a strategic initiative with Memphis, Tennessee-based Sparks IBG. A majority of the financial institutions followed by Howe Barnes Hoefer & Arnett's research analysts on the Nasdaq National Market although some are closely-held and are traded in the pink sheets or on the OTC bulletin board. The firm is a member of FINRA and the SICP. Clearing services are provided through First Clearing LLC. | Corporate Officer/Principal | 01/06/2010 |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Wells Fargo Private Client Services
 Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Corporate Officer/Principal | 01/11/2000 |
Formation de Rachael Hope Neil
| Golden Gate University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Howe Barnes Hoefer & Arnett
Howe Barnes Hoefer & Arnett Investment Banks/BrokersFinance Founded in 1915, Howe Barnes Hoefer & Arnett is a full-service brokerage firm headquartered in Chicago. The firm provides sales, trading, research and corporate finance services for community banks and thrifts. Their equity capital markets department specializes in sales, trading, research and investment banking services for community banks and thrifts. Through their private client services department, the firm provides investment advice and products to both individual and institutional customers. Howe Barnes Hoefer & Arnett is the exclusive provider of capital markets services for the Independent Community Bankers of America (ICBA). Howe Barnes Hoefer & Arnett offers fixed-income products and services through a strategic initiative with Memphis, Tennessee-based Sparks IBG. A majority of the financial institutions followed by Howe Barnes Hoefer & Arnett's research analysts on the Nasdaq National Market although some are closely-held and are traded in the pink sheets or on the OTC bulletin board. The firm is a member of FINRA and the SICP. Clearing services are provided through First Clearing LLC. | Finance |
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 |
Wells Fargo Private Client Services
Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Finance |
