Anthony Carimi
Gestionnaire de Portefeuille-Actions chez CCM Investment Advisers LLC
Profil
Mr. Anthony F.
Carimi is a Vice President & Portfolio Manager at CCM Investment Advisers LLC.
He began his career as a Personal Banker with Wachovia Bank, a Wells Fargo Company.
Prior to joining CCM in 2022, Mr. Carimi worked as Private Wealth Advisor with Synovus Bank.
His responsibilities at CCM include management of client portfolios, creating and implementing financial plans, and designing and presenting appropriate investment portfolios to current and prospective clients.
Mr. Carimi graduated from the University of South Carolina, Moore School of Business in 2009 with a Bachelor of Science Degree in Business Administration.
Postes actifs de Anthony Carimi
| Sociétés | Poste | Début |
|---|---|---|
CCM Investment Advisers LLC
 CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Gestionnaire de Portefeuille-Actions | 01/04/2022 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
CCM Investment Advisers LLC
CCM Investment Advisers LLC Investment ManagersFinance CCM Investment Advisers LLC (CCM) is a privately-owned SEC-registered investment advisor headquartered in Columbia, South Carolina. Formerly known as CCM Advisers LLC, the firm was founded by the late Fowler W. Cary, Jr. in 1986 under the name Companion Capital Management. CCM provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, trust programs, sovereign funds, and other US and international institutions, entities, or individuals. | Finance |
