Profiel
Ms. Molly Balunek is Senior Investment Advisor at Inverness Investment Group LLC.
Prior to joining Inverness Investment, she was a Vice President at Spero-Smith Investment Advisers from 2000 to 2008.
Ms. Balunek received a BA from John Carroll University in History and English.
She is a Certified Financial Planner and a member of the National Association for Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the Estate Planning Council.
Eerdere bekende functies van Molly Balunek
| Bedrijven | Functie | Einde |
|---|---|---|
Ancora Family Wealth Advisors LLC
 Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-08-2013 |
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Portefeuillebeheerder-Aandelen | 31-12-2009 |
Opleiding van Molly Balunek
| John Carroll University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Finance |
Ancora Family Wealth Advisors LLC
Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Finance |
