Profil
Mr. Russell B.
Cearley, CFA, is a Partner, Wealth Advisor & Director of Charlotte Office at SignatureFD LLC.
He provides strategic investment consulting and comprehensive wealth management services to high net worth clients.
He specializes in working with successful executives, business owners, and other corporate professionals to help them make more informed and effective financial decisions.
As Director of the Charlotte Office, he manages the growth and strategic direction in the Carolinas and leads a dedicated, credentialed team of professionals that serve families across the region.
He is also a member of the SignatureFD Investment Committee.
Prior to joining SignatureFD in 2010, Mr. Cearley worked at SunTrust Investment Services, where he conducted due diligence on investment managers and assisted in suitable implementation of investment strategies throughout the bank’s brokerage channel.
He began his career at TIAA-CREF as an investment consultant, working with the firm’s nonprofit clients to set investment strategy and build customized investment portfolios.
He holds a Bachelor of Arts, Economics and Political Science from the University of North Carolina at Chapel Hill.
He earned the Chartered Financial Analyst designation in 2009.
Postes actifs de Russ Cearley
| Sociétés | Poste | Début |
|---|---|---|
SignatureFD LLC
 SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Analyst-Equity | 01/03/2010 |
Anciens postes connus de Russ Cearley
| Sociétés | Poste | Fin |
|---|---|---|
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
 TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Corporate Officer/Principal | - |
Formation de Russ Cearley
| The University of North Carolina at Charlotte | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
SignatureFD LLC
SignatureFD LLC Investment ManagersFinance SignatureFD LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was co-founded by David S. Fisher and Douglas W. Liptak in 1997. SignatureFD provides discretionary wealth management services on a fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
