Cara Zipoli
Plus aucun poste en cours
Profil
Prior joining Athena Capital Advisors in August 2006.
Ms. Zipoli worked for two start-up marketing companies and two Boston newspapers.
Ms. Zipoli received a M.A.
in Marketing Communications from Emerson College and a B.A.
in Communications from Simmons College.
Anciens postes connus de Cara Zipoli
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Corporate Officer/Principal | - |
Formation de Cara Zipoli
| Emerson College | Undergraduate Degree |
| Simmons University | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
