![Beth Anderson Nedelisky](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
Beth Anderson Nedelisky worked as a Wealth Manager at Marotta Wealth Management, Inc. from 2005 to 2024.
Education includes an undergraduate degree from Covenant College, Inc., conferred in 2003.
Anciens postes connus de Beth Anderson Nedelisky
| Sociétés | Poste | Fin |
|---|---|---|
Marotta Wealth Management, Inc.
 Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Membre du Comité d'Investissement | 01/08/2024 |
Formation de Beth Anderson Nedelisky
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Covenant College, Inc.
 Covenant College, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. Investment ManagersFinance MWM’s investment philosophy is based on the analytic principles of modern portfolio theory. The firm uses six different asset classes: three for stability and three for appreciation. They divide the asset classes for stability into short money, US bonds, and foreign bonds; and divide appreciation into US stocks, foreign stocks, and resource stocks. Most of the time they recommend diversified portfolios composed of investments with low expense ratios that follow the index of a subsector of one of the asset classes. | Finance |
