![Amy Beth Weldele](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Amy Beth Weldele worked as a Senior Wealth Manager at BRR Opco LLC from 1998 to 2019.
Prior to that, she worked as a Principal at Lutheran Brotherhood and as a Treasurer at Ohio Wesleyan University.
She obtained her undergraduate degree from Ohio Wesleyan University in 1998.
Anciens postes connus de Amy Beth Weldele
| Sociétés | Poste | Fin |
|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios. | Gestionnaire de Portefeuille-Actions | 21/05/2019 |
Lutheran Brotherhood
 Lutheran Brotherhood Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund | Corporate Officer/Principal | - |
Ohio Wesleyan University
 Ohio Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Formation de Amy Beth Weldele
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lutheran Brotherhood
Lutheran Brotherhood Investment Trusts/Mutual FundsMiscellaneous Functions as an open-end investment fund | Miscellaneous |
Ohio Wesleyan University
Ohio Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios. | Finance |
