Theresa Colley Hutchinson
Portfolio Manager-Fixed Income bij Medallion Wealth Management, Inc.
Profiel
Ms. Theresa C.
Hutchinson is Vice President of Fixed Income at Medallion Wealth Management, Inc. She has over 35 years of financial services experience working with institutional and individual investors.
As the firm’s head fixed income trader, she is responsible for all bond trading and overseeing trade facilitation.
She provides portfolio guidance, utilizing approved investment vehicles, to federal and state chartered credit unions.
She is responsible for preparing portfolio pricing and helping to develop investment strategies for these portfolios.
She received her undergraduate degree from Robert Morris University.
Actieve functies van Theresa Colley Hutchinson
| Bedrijven | Functie | Begin |
|---|---|---|
Medallion Wealth Management, Inc.
 Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Portfolio Manager-Fixed Income | - |
Opleiding van Theresa Colley Hutchinson
| Robert Morris University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Medallion Wealth Management, Inc.
Medallion Wealth Management, Inc. Investment ManagersFinance Medallion Wealth Management, Inc. (Medallion) is an investment advisory firm headquartered in Sewickley, Pennsylvania. The firm was founded in 2013 by Rick E. Pierchalski and Arthur F. Hazen, Jr. They were acquired by AssuredPartners, Inc. in 2021. Medallion manages investment portfolios for individuals, not-for-profits, pension and profit-sharing plans, and employer-sponsored 401(k) and 403(b) plans. The firm also offers clients separately managed account solutions offered by various outside SEC registered money management firms. | Finance |
