Stacey Lee Carver
Oprichter bij Berkshire Money Management, Inc.
Profiel
Ms. Stacey L.
Carver is a Co-Owner & Chief Engagement Officer at Berkshire Money Management, Inc. She brings a lifetime of experience in managing both large and small corporations.
Ms. Carver was previously employed as a Principal by Atlas Private Wealth Management LLC.
She earned a BS degree in Business Administration from Westfield State College.
Actieve functies van Stacey Lee Carver
| Bedrijven | Functie | Begin |
|---|---|---|
Berkshire Money Management, Inc.
 Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Oprichter | 01-04-2001 |
Eerdere bekende functies van Stacey Lee Carver
| Bedrijven | Functie | Einde |
|---|---|---|
Atlas Private Wealth Management LLC
 Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Corporate Officer/Principal | - |
Opleiding van Stacey Lee Carver
| Westfield State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Berkshire Money Management, Inc.
Berkshire Money Management, Inc. Investment ManagersFinance Berkshire Money Management, Inc. (BMM) is an independent, SEC-registered investment advisor headquartered in Dalton, Massachusetts. The firm was founded by Allen Harris and Stacey Carver in 2001. BMM offers advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Finance |
Atlas Private Wealth Management LLC
Atlas Private Wealth Management LLC Investment ManagersFinance Atlas Private Wealth Management (Atlas) is a registered wealth management firm headquartered in Albany, New York. The firm was founded by Donald D. Dion in 1995 as Dion Money Management, Inc. They are a subsidiary of Connectus Group LLC and their ultimate parent is Focus Financial Partner, Inc. (NASDAQ: FOCS). Atlas provides wealth management services, as well as investment management, personal financial planning, and retirement planning services for a variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations and small-business entities, charitable institutions, foundations, and trusts. | Finance |
