Profil
Mr. David A. Emma is a Managing Director & Partner at HighTower Advisors LLC.
He crafts custom wealth management strategies for clients.
Mr. Emma served affluent families for 10 years as a Vice President at Merrill Lynch.
Mr. Emma earned a BS in Finance and Marketing at Boston College.
He has attained his Certified Financial Planner(CFP) designation and Certified Retirement Planning Counselor designation.
The CFP designation is the most recognized financial planning mark in the world.
He holds his Series 7, 9/10, 31, 66 licenses.
Postes actifs de David Anaclethe Emma
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/03/2011 |
Anciens postes connus de David Anaclethe Emma
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de David Anaclethe Emma
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
















