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Profil
Danielle Kaye Margulis formerly worked at Pinnacle Financial Advisors LLC, as Principal from 2007 to 2013, Financial Architects, Inc., as Portfolio Manager from 2017 to 2023, and Pennsylvania Capital Management, Inc., as Principal from 2013 to 2017.
Ms. Margulis received her undergraduate degree from the University of Maryland.
Anciens postes connus de Danielle Kaye Margulis
| Sociétés | Poste | Fin |
|---|---|---|
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance MCG combines investment objectives that match client's level of risk tolerance with a personalized asset allocation strategy. A client’s portfolio may include any of the following: mutual funds, ETFs, stocks, and bonds. | Gestionnaire de Portefeuille-Actions | 01/08/2023 |
Pennsylvania Capital Management, Inc.
 Pennsylvania Capital Management, Inc. Investment ManagersFinance PCM takes a holistic approach to evaluate an overall portfolio strategy and asset allocation that meets a client’s needs and objectives. Portfolios are typically made up of various mutual funds, fixed income securities, exchange traded funds, and exchange traded funds. It may also include individual equity or bond positions, certificates of deposits, and limited partnership products. | Corporate Officer/Principal | 01/03/2017 |
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/02/2013 |
Formation de Danielle Kaye Margulis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance MCG combines investment objectives that match client's level of risk tolerance with a personalized asset allocation strategy. A client’s portfolio may include any of the following: mutual funds, ETFs, stocks, and bonds. | Finance |
Pennsylvania Capital Management, Inc.
Pennsylvania Capital Management, Inc. Investment ManagersFinance PCM takes a holistic approach to evaluate an overall portfolio strategy and asset allocation that meets a client’s needs and objectives. Portfolios are typically made up of various mutual funds, fixed income securities, exchange traded funds, and exchange traded funds. It may also include individual equity or bond positions, certificates of deposits, and limited partnership products. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
