Arissa D. Heller-Mansingh
Plus aucun poste en cours
Profil
Starting years ago with NCM as an administrator, Ms. Heller-Mansingh moved up by hard work in college, where she studied finance and economics.
She was selected to take part in the Kauffman Entrepreneur Program.
Ms. Heller-Mansingh is one of those rare finds.
She is smart, detail-oriented, creative, and loves to dig into the numbers.
Ms. Heller-Mansingh provides an invaluable piece of the investment management process.
On new accounts, she prepares the transitional report, which provides analysis of the existing portfolio asset allocation and individual assets.
She then works with the portfolio manager to evaluate each asset, deciding whether the asset will be retained or sold.
Anciens postes connus de Arissa D. Heller-Mansingh
Sociétés | Poste | Fin |
---|---|---|
Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Analyst-Equity | 31/12/2007 |
Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Analyst-Equity | 10/04/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
---|---|
Nicholson Capital Management, Inc.
Nicholson Capital Management, Inc. Investment ManagersFinance Nicholson Meyer Capital Management, Inc. (NMCM) is an independent, SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm was co-founded by Jennifer Nicholson as Conus and Nicholson, Inc. in 1988. In 1998, she became sole owner of the firm and renamed it Nicholson Capital Management, Inc. and subsequently became Nicholson Meyer Capital Management, Inc. in 2022. NMCM manages portfolios for individuals, trusts, retirement accounts, and institutional accounts. | Finance |