Michelle Elise Wells
Operationeel Directeur bij The Darrow Co., Inc.
Profiel
Ms. Michelle E.
Wells, CFA, is a Portfolio Manager & Wealth Advisor at The Darrow Co., Inc. She brings over twenty years of experience in the fields of financial planning and investment management to her work at Darrow Wealth Management.
Michelle has been with the company since 1988.
She now leads the portfolio management and trading for the firm, as well as the operations and compliance.
She received her undergraduate degree from Simmons University.
Actieve functies van Michelle Elise Wells
| Bedrijven | Functie | Begin |
|---|---|---|
The Darrow Co., Inc.
 The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Operationeel Directeur | 01-01-1988 |
Opleiding van Michelle Elise Wells
| Simmons 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 |
|---|---|
The Darrow Co., Inc.
The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Finance |
