Profil
Erin Hershey Serrate is the founder of Asio Capital LLC, where she currently holds the title of Senior Wealth Strategist since 2018.
Prior to founding Asio Capital LLC, she held Principal positions at U.S.
Bancorp Investments, Inc. from 2005 to 2007 and at BB&T Investment Services, Inc. from 2007 to 2012.
Aktive Positionen von Erin Hershey Serrate
| Unternehmen | Position | Beginn |
|---|---|---|
Asio Capital LLC
 Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Gründer | 01.01.2018 |
Ehemalige bekannte Positionen von Erin Hershey Serrate
| Unternehmen | Position | Ende |
|---|---|---|
BB&T Investment Services, Inc.
 BB&T Investment Services, Inc. Investment ManagersFinance BB&T Investment Services, Inc. provides financial services. Its services include retail brokerage services, discount brokerage services, online investment services and investment planning. The company was founded on March 8, 1993 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | 01.04.2012 |
U.S. Bancorp Investments, Inc.
 U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Corporate Officer/Principal | 19.01.2007 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Asio Capital LLC
Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients. | Finance |
BB&T Investment Services, Inc.
BB&T Investment Services, Inc. Investment ManagersFinance BB&T Investment Services, Inc. provides financial services. Its services include retail brokerage services, discount brokerage services, online investment services and investment planning. The company was founded on March 8, 1993 and is headquartered in Charlotte, NC. | Finance |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Finance |
