Rosalyn M. Sovie
Plus aucun poste en cours
Profil
Ms. Rosalyn M.
Sovie is a Principal at Marble Harbor Investment Counsel LLC.
She provides client, organizational and administrative support.
Prior to joining Marble Harbor in October 2008, Ms. Sovie worked as a Senior Account Officer at Fiduciary Trust Company in Boston.
She gained a great deal of experience in trust and estate administration, trade settlement, and cash management where she worked with individuals and private and corporate trustees as well as financial management firms.
Anciens postes connus de Rosalyn M. Sovie
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Corporate Officer/Principal | - |
Marble Harbor Investment Counsel LLC
 Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Marble Harbor Investment Counsel LLC
Marble Harbor Investment Counsel LLC Investment ManagersFinance Marble Harbor Investment Counsel LLC (Marble Harbor) is an independent, SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2005 by Paul Davis. Marble Harbor offers customized investment solutions for individuals, families, endowments, and foundations. | Finance |
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
