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Sheila Erin Delutri
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Profiel
Ms. Sheila E.
Delutri is a Managing Director & Partner at HighTower Advisors LLC.
She joined the firm in September 2012 and an advocate of the team approach to wealth management, her role continues to focus on the development and implementation of wealth management programs and strategies for clients and their families.
She works with families with special needs children, as well as families with both new and multigenerational wealth to help create governance around the spending, saving and sharing of family resources.
She serves on the Foundation Board of Opportunity Village.
Ms. Delutri was employed as a Wealth Management Advisor by Merrill Lynch & Co., Inc. and spent 34 years.
She has served on the Nevada Community Foundation Advisors Council.
Ms. Delutri learned the basics by completing an internal Economics program created by Donald T.
Regan, former Chief Executive Officer of the firm and Treasury Secretary of the United States.
She was one of the first women to be licensed as a financial advisor in her community.
Actieve functies van Sheila Erin Delutri
Bedrijven | Functie | Begin |
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HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portefeuillebeheerder-Aandelen | 01-09-2012 |
Eerdere bekende functies van Sheila Erin Delutri
Bedrijven | Functie | Einde |
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Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Ervaring
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Bedrijven in privébezit | 2 |
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HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Merrill Lynch & Co., Inc. /Old/
![]() Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |