Danielle Kaye Margulis
Portefeuillebeheerder-Aandelen bij Financial Architects, Inc.
Actieve functies van Danielle Kaye Margulis
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Portefeuillebeheerder-Aandelen | 01-04-2017 | - |
Loopbaan van Danielle Kaye Margulis
Eerdere bekende functies van Danielle Kaye Margulis
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Pennsylvania Capital Management, Inc.
 Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Corporate Officer/Principal | 01-03-2013 | 01-03-2017 |
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Corporate Officer/Principal | 01-05-2007 | 01-02-2013 |
Opleiding van Danielle Kaye Margulis
| University of Maryland | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 5 |
Operationeel
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Finance |
Pennsylvania Capital Management, Inc.
Pennsylvania Capital Management, Inc. Investment ManagersFinance Pennsylvania Capital Management, Inc. (PCM) is an independent, SEC-registered investment advisor headquartered in Huntingdon Valley, Pennsylvania. The firm was founded in 1995 by Irvin G. Schorsch III. PCM provides investment advisory services to individuals, high-net worth individuals, pension and profit-sharing plans, corporations or other businesses, trust, estates and charitable organizations. | Finance |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | Finance |
