Beth Larson
Gestionnaire de Portefeuille-Actions chez Evermay Wealth Management LLC
Profil
Ms. Elizabeth S.
Larson, CFA MBA, is a Senior Wealth Advisor & Principal at Evermay Wealth Management LLC.
She provides guidance and thoughtful advice to many of Evermay’s clients.
Previously, Ms. Larson served as founder and Vice President of Ayrshire Associates, a Washington, D.C., based investment counseling firm.
Prior to forming Ayrshire Associates, she was an investment advisor with Davidge & Co., and, earlier, with First American Bank.
She began her career in the financial services industry in 1978 at Virginia National Bank.
She serves on the Board of Visitors of the Children’s National Medical Center, and on the Parent and Family Council for the College of William & Mary.
Ms. Larson graduated from Virginia Polytechnic Institute and State University in 1978 with a B.A.
in Economics, and earned an M.B.A.
in Finance from The American University in 1985.
She earned the designation of Chartered Financial Analyst in 1988, and the designation of Chartered Investment Counselor in 1989.
Postes actifs de Beth Larson
| Sociétés | Poste | Début |
|---|---|---|
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Beth Larson
| Sociétés | Poste | Fin |
|---|---|---|
First American Bank (Asset Management)
 First American Bank (Asset Management) Investment ManagersFinance First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. | Corporate Officer/Principal | - |
Virginia National Bank (Charlottesville)
 Virginia National Bank (Charlottesville) Major BanksFinance Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | - |
Ayrshire Associates, Inc.
 Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | Gestionnaire de Portefeuille-Actions | 30/09/2009 |
Formation de Beth Larson
| American University | Masters Business Admin |
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | Finance |
Virginia National Bank (Charlottesville)
Virginia National Bank (Charlottesville) Major BanksFinance Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA. | Finance |
First American Bank (Asset Management)
First American Bank (Asset Management) Investment ManagersFinance First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. | Finance |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Finance |
