Profil
Ms. Elizabeth Perry is Portfolio Operations Manager at Howe & Rusling, Inc. She is responsible for managing equity and ETF trading .
She works closely with each portfolio manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations.
Prior to Howe and Rusling, Ms. Perry worked in technical services at a healthcare IT firm in Madison, Wisconsin
She is graduated from the University of Rochester with a B.S.
in Chemical Engineering.
Aktive Positionen von Elizabeth Perry
| Unternehmen | Position | Beginn |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Trading-Equity | 01.09.2013 |
Ausbildung von Elizabeth Perry
| Rochester Christian University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |