![Dee Ann Remo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dee Ann Remo
Directeur/Membre du Conseil chez
CHESAPEAKE FINANCIAL SHARES, INC.
Profil
Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.
Postes actifs de Dee Ann Remo
| Sociétés | Poste | Début |
|---|---|---|
| CHESAPEAKE FINANCIAL SHARES, INC. | Directeur/Membre du Conseil | - |
The Community Foundation, Inc.
 The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services | Directeur/Membre du Conseil | 16/02/2011 |
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations. | Directeur Général | 01/01/2005 |
Visual Arts Center of Richmond
 Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center | Directeur/Membre du Conseil | 14/10/2011 |
Anciens postes connus de Dee Ann Remo
| Sociétés | Poste | Fin |
|---|---|---|
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Corporate Officer/Principal | - |
Formation de Dee Ann Remo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
48
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Chesapeake Financial Shares, Inc. (Maryland)
 Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
West Virginia University
 West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Community Foundation, Inc.
The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services | Miscellaneous |
Visual Arts Center of Richmond
Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center | Commercial Services |
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations. | Finance |
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