Beverly Hodgson Conley
Membre du Comité d'Investissement chez Truxton Trust Co.
Profil
Ms. Beverly H.
Conley is a Vice President & Investment Operations Officer at Truxton Trust Co. She is also a member of Truxton’s Wealth Management Investment Management Committee.
She is integral in the development and execution of operational initiatives associated with investments.
Her primary responsibility is investment account management including equity model implementation, account rebalancing, gain/loss harvesting, managing client restrictions, investing client cash flows, and liquidating investments to meet client withdrawal demands.
She joined Truxton Trust in 2004, its opening year, as Wealth Management Specialist, before transitioning to her investment operations role.
Prior to joining Truxton, she worked as a research associate with Powell Johnson and a financial advisor associate at Morgan Stanley.
Ms. Conley received her Bachelor of Arts in economics from The University of the South.
She is a licensed insurance agent.
Postes actifs de Beverly Hodgson Conley
| Sociétés | Poste | Début |
|---|---|---|
Truxton Trust Co.
 Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Membre du Comité d'Investissement | - |
Anciens postes connus de Beverly Hodgson Conley
| Sociétés | Poste | Fin |
|---|---|---|
PowellJohnson, Inc.
 PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Corporate Officer/Principal | 31/10/2004 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/01/2003 |
| TRUXTON CORPORATION | Corporate Officer/Principal | - |
Formation de Beverly Hodgson Conley
| Sewanee-The University of the South | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| TRUXTON CORPORATION | Finance |
| Entreprise privées | 3 |
|---|---|
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Finance |
PowellJohnson, Inc.
PowellJohnson, Inc. Investment ManagersFinance PowellJohnson Private Asset Management (PJ) is a registered investment advisor based in Nashville, Tennessee. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |