Profiel
Ms. Elizabeth Perry is Portfolio Operations Manager at Howe & Rusling, Inc. She is responsible for managing equity and ETF trading .
She works closely with each portfolio manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations.
Prior to Howe and Rusling, Ms. Perry worked in technical services at a healthcare IT firm in Madison, Wisconsin
She is graduated from the University of Rochester with a B.S.
in Chemical Engineering.
Actieve functies van Elizabeth Perry
| Bedrijven | Functie | Begin |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Trading-Equity | 01-09-2013 |
Opleiding van Elizabeth Perry
| Rochester Christian 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 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
