Alanna O'Connor Spada
Lid van de Investeringscommissie bij Prio Wealth LP
Profiel
Ms. Alanna O.
Spada is a Managing Director & Wealth Advisor at Prio Wealth LP.
She works with professionals and families to develop customized financial solutions to meet their ever-changing priorities.
At Prio Wealth she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies.
She is also a member of the Investment Committee.
Ms. Spada has been in the financial services industry for 20 years.
Prior to joining Prio Wealth in 2019, she was a Senior Wealth Manager at BNY Mellon Wealth Management.
During her 19 year tenure at BNY Mellon, she spent time as a financial analyst in the corporate finance group, a planning manager in Wealth Management, and as a Senior Wealth Manager working with families.
She is a graduate of Salem State University with a Bachelor of Science in Business Administration, completed her MBA from Bentley University, and is a Certified Financial Planner.
Actieve functies van Alanna O'Connor Spada
| Bedrijven | Functie | Begin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Lid van de Investeringscommissie | 01-10-2019 |
Eerdere bekende functies van Alanna O'Connor Spada
| Bedrijven | Functie | Einde |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | 01-10-2019 |
Opleiding van Alanna O'Connor Spada
| Bentley University | Masters Business Admin |
| Salem State University | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 2 |
|---|---|
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
