Profiel
Ms. Alia E.
Wagenhoffer is a Senior Analyst at Highline Wealth Management LLC.
Prior to joining Highline Wealth Management LLC in July 2012, Ms. Wagenhoffer was Financial Planning Assistant at Wright Planning, Vice President of Finance at Alpha Delta Pi Sorority.
She also worked at Glassman Wealth Services, Wells Fargo Advisors and US Geological Survey.
Ms. Wagenhoffer received her BS in Finance, summa cum laude, from Virginia Polytechnic Institute & State University.
She is also a Certified Financial Planner.
Eerdere bekende functies van Alia Elizabeth Wagenhoffer
Bedrijven | Functie | Einde |
---|---|---|
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Analyst-Equity | 31-07-2015 |
Opleiding van Alia Elizabeth Wagenhoffer
Virginia Polytechnic Institute & State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 1 |
---|---|
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |