Profiel
Mr. Puccinelli joined Kelmoore in 2003.
Prior to joining Kelmoore he was a Financial Advisor for Morgan Stanley working with high-net-worth individuals.
While at Morgan Stanley he specialized in using individual equities for long term growth and retirement planning.
Mr. Puccinelli earned his BA in Economics from Notre Dame de Namur University.
Eerdere bekende functies van Ron Puccinelli
Bedrijven | Functie | Einde |
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Kelmoore Investment Co., Inc.
Kelmoore Investment Co., Inc. Investment ManagersFinance Kelmoore Investment Company, inc. is an asset management firm based in Palo Alto, California. The firm is an independently owned, licensed general securities broker/dealer, registered investment advisor and advisor to the Kelmoore family of mutual funds. | Portfolio Manager-Equities | 31-07-2008 |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 31-12-2002 |
Opleiding van Ron Puccinelli
Notre Dame de Namur University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Kelmoore Investment Co., Inc.
Kelmoore Investment Co., Inc. Investment ManagersFinance Kelmoore Investment Company, inc. is an asset management firm based in Palo Alto, California. The firm is an independently owned, licensed general securities broker/dealer, registered investment advisor and advisor to the Kelmoore family of mutual funds. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |