![Dee Ann Remo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dee Ann Remo
Directeur/Bestuurslid bij
CHESAPEAKE FINANCIAL SHARES, INC.
Profiel
Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.
Actieve functies van Dee Ann Remo
| Bedrijven | Functie | Begin |
|---|---|---|
| CHESAPEAKE FINANCIAL SHARES, INC. | Directeur/Bestuurslid | - |
The Community Foundation, Inc.
 The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services | Directeur/Bestuurslid | 16-02-2011 |
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations. | Algemeen Directeur | 01-01-2005 |
Visual Arts Center of Richmond
 Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center | Directeur/Bestuurslid | 14-10-2011 |
Eerdere bekende functies van Dee Ann Remo
| Bedrijven | Functie | Einde |
|---|---|---|
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Corporate Officer/Principal | - |
Opleiding van Dee Ann Remo
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
65
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Chesapeake Financial Shares, Inc. (Maryland)
 Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
West Virginia University
 West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Community Foundation, Inc.
The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services | Miscellaneous |
Visual Arts Center of Richmond
Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center | Commercial Services |
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations. | Finance |
