Cathy Lyn Rahab
Gestionnaire de Portefeuille-Actions chez Girard Advisory Services LLC
Profil
Ms. Cathy L.
Rahab is Vice President & Wealth Advisor at Girard Partners Ltd.
With nearly 28 years of experience managing and servicing investment portfolios, she uses her knowledge to evaluate and understand each client’s needs and risk tolerance in order to create custom investment strategies.
She stresses the importance of establishing long term goals and objectives while balancing them with short term realities.
As a Vice President and Wealth Advisor, she strives to develop long-term relationships aimed at meeting client’s financial goals.
Previously, Ms. Rahab served as a Senior Vice President and Director at Evergreen Investments.
She holds a B.S.
in Business Administration degree from Villanova University’s College of Commerce and Finance.
Postes actifs de Cathy Lyn Rahab
| Sociétés | Poste | Début |
|---|---|---|
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Gestionnaire de Portefeuille-Actions | 01/03/2014 |
Anciens postes connus de Cathy Lyn Rahab
| Sociétés | Poste | Fin |
|---|---|---|
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Corporate Officer/Principal | 31/12/2013 |
| Brain & Behavior Research Foundation | Corporate Officer/Principal | - |
Formation de Cathy Lyn Rahab
| Villanova University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Girard Advisory Services LLC
Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Finance |
| Brain & Behavior Research Foundation | Miscellaneous |
