Stephanie Parrish
Corporate Officer/Principal bei University of Cincinnati (Ohio)
Profil
Ms. Parrish has a particular expertise in estate planning with a primary focus on investment management for retirees and business owners.
Prior to joining RiverPoint, she was a Financial Specialist and Advisor at Wachovia Securities where she advised clients and customized their investments in regards to each clients’ retirement and estate planning goals.
Ms. Parrish is the Vice-President of Finance for Kappa Delta Sorority Chapter Advisory Board for the Omega Xi chapter at the University of Cincinnati.
Aktive Positionen von Stephanie Parrish
| Unternehmen | Position | Beginn |
|---|---|---|
| University of Cincinnati (Ohio) | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Stephanie Parrish
| Unternehmen | Position | Ende |
|---|---|---|
Mariner Wealth Advisors-Cincinnati LLC
 Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Portfolio Manager-Aktien | 21.10.2008 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 31.12.2007 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Mariner Wealth Advisors-Cincinnati LLC
Mariner Wealth Advisors-Cincinnati LLC Investment ManagersFinance Founded in 1995 by Declan O'Sullivan and Russell Sims, RiverPoint Capital Management LLC is a registered investment advisor located in Cincinnati, Ohio. RiverPoint Capital Management LLC is owned by RiverPoint Capital Management, Inc., Ryan Brown, Tony Roberts, Pamela Schmitt and Mariner Wealth Advisors LLC. RiverPoint Capital Management, Inc. is owned by Valerie Newell, Leon Loewenstine and Victor Lassandro. Mariner Wealth Advisors LLC is wholly-owned by Mariner Holdings LLC, an independent financial services firm. The Bicknell Family Holding Co. LLC holds a controlling interest in Mariner Holdings and the Bicknell Family Management Company Trust holds a controlling interest in the Bicknell Family Holding Co. RiverPoint Capital Management provides investment advisory services to individuals, foundations, trusts, estates, charitable organizations, pension and profit sharing plans and corporations, but may also provide them on a sub-advisory basis to investment advisers. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
