Beth Poggi
Plus aucun poste en cours
Profil
Mary Elizabeth Poggi worked as a Principal at C.E.
Unterberg, Towbin Holdings, Inc. and Smith Barney & Co., Inc. She also worked as the Head of Research at Alpha Omega Wealth Management LLC.
Poggi received her undergraduate degree from Cornell University and her MBA from Columbia Business School.
Anciens postes connus de Beth Poggi
| Sociétés | Poste | Fin |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Directeur de la Recherche - Actions | 01/04/2018 |
C.E. Unterberg, Towbin Holdings, Inc.
 C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Beth Poggi
| Cornell University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
| Smith Barney & Co., Inc. | Finance |
C.E. Unterberg, Towbin Holdings, Inc.
C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Finance |
