Profil
Ms. Elizabeth Perry is Portfolio Operations Manager at Howe & Rusling, Inc. She is responsible for managing equity and ETF trading .
She works closely with each portfolio manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations.
Prior to Howe and Rusling, Ms. Perry worked in technical services at a healthcare IT firm in Madison, Wisconsin
She is graduated from the University of Rochester with a B.S.
in Chemical Engineering.
Postes actifs de Elizabeth Perry
| Sociétés | Poste | Début |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Trading-Equity | 01/09/2013 |
Formation de Elizabeth Perry
| Rochester Christian University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
