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Daiana Kelleyian
Gestionnaire de Portefeuille-Actions chez EP Wealth Advisors LLC
Postes actifs de Daiana Kelleyian
Sociétés | Poste | Début | Fin |
---|---|---|---|
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/09/2019 | - |
Historique de carrière de Daiana Kelleyian
Anciens postes connus de Daiana Kelleyian
Sociétés | Poste | Début | Fin |
---|---|---|---|
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portfolio Manager-Fixed Income | 10/09/2013 | 01/08/2019 |
Formation de Daiana Kelleyian
The California State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Portfolio Manager-Equities | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
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City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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