Courtney Rebecca Fraser
Trading-Equity chez Marotta Wealth Management, Inc.
Profil
Ms. Courtney R.
Fraser is a Wealth Manager at Marotta Wealth Management, Inc. She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs.
Ms. Fraser was previously employed as a Finance Vice President by Alpha Delta Pi Sorority and a Farm Assistant by Wakefield Farm.
She graduated from Virginia Tech and holds a B.S.
in Applied Economic Management with a concentration in Financial Planning.
Postes actifs de Courtney Rebecca Fraser
| Sociétés | Poste | Début |
|---|---|---|
Marotta Wealth Management, Inc.
 Marotta Wealth Management, Inc. Investment ManagersFinance Marotta Wealth Management, Inc. (MWM) is an independent registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by David J. Marotta in 2000. MWM offers a complete range of investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Trading-Equity | 01/06/2016 |
Anciens postes connus de Courtney Rebecca Fraser
| Sociétés | Poste | Fin |
|---|---|---|
| Alpha Delta Pi Sorority | Corporate Officer/Principal | 01/12/2014 |
Wakefield Farm
 Wakefield Farm Agricultural Commodities/MillingProcess Industries Wakefield Farm operates as a farm. The company is headquartered in State Road, NC. | Corporate Officer/Principal | 01/08/2014 |
Formation de Courtney Rebecca Fraser
| Virginia Tech Research Center | 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
| Entreprise privées | 3 |
|---|---|
Marotta Wealth Management, Inc.
Marotta Wealth Management, Inc. Investment ManagersFinance Marotta Wealth Management, Inc. (MWM) is an independent registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by David J. Marotta in 2000. MWM offers a complete range of investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. | Finance |
| Alpha Delta Pi Sorority | |
Wakefield Farm
Wakefield Farm Agricultural Commodities/MillingProcess Industries Wakefield Farm operates as a farm. The company is headquartered in State Road, NC. | Process Industries |
