Tracy Rogers

Lid van de Investeringscommissie bij Old Port Advisors, Inc.

Finance

Consumer Services

Actieve functies van Tracy Rogers

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Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Portefeuillebeheerder-Aandelen	01-01-2004	-
	Lid van de Investeringscommissie	01-01-2004	-
	Compliance Officer	01-01-2004	-

Colorado State University

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Compliance Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectoraal

Finance	2
Consumer Services	2

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Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Finance

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Finance