Tracy Rogers

Mitglied des Investmentausschusses bei Old Port Advisors, Inc.

Finance

Consumer Services

Aktive Positionen von Tracy Rogers

Unternehmen	Position	Beginn	Ende
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.	Portfolio Manager-Aktien	01.01.2004	-
	Mitglied des Investmentausschusses	01.01.2004	-
	Compliance Officer	01.01.2004	-

Colorado State University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

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

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
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

Private Unternehmen

Finance