Elliott van Ness
Directeur de la Recherche - Actions chez First Personal Financial Services, Inc.
Profil
Mr. Elliott van Ness, CFA, is a Partner, Portfolio Manager & Director of Research at First Personal Financial Services, Inc. In his role as the firm’s Director of Research, he orchestrates the firm’s in-house proprietary investment research and analysis.
In addition to analyzing global economic trends, Elliott performs in-depth equity market research, fundamental equity analysis, and third-party manager reviews utilizing robust financial market analytics software.
He helped to implement and design the research and portfolio manager due diligence templates that serve as the basis and framework for Rinehart’s proprietary research process.
Mr. van Ness is a graduate of Davidson College where he earned a Bachelor of Arts in French and a minor in Economics.
He is a CFA charterholder.
He is a regular member of both the CFA Institute and the CFA Society North Carolina.
Postes actifs de Elliott van Ness
Sociétés | Poste | Début |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Directeur de la Recherche - Actions | 01/03/2010 |
Formation de Elliott van Ness
Davidson College | Undergraduate Degree |
Expériences
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Sociétés liées
Entreprise privées | 1 |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |