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Erin T. Botsford
Plus aucun poste en cours
Finance
Profil
Ms. Erin T.
Botsford is Co-Founder & Investment Advisor Representative at Biltmore Capital Advisors LLC and an Advisor at Texas Women Ventures Fund.
She co-founded Biltmore Capital Advisors in June 2007.
Ms. Botsford began her financial planning career in 1989 with A.G Edwards and Sons.
Her rise from a life of poverty and misfortune to become one of the Top Financial Planners in the country is a story that has been featured in numerous articles and publications, including Barron’s magazine 2008 and 2009 Top 100 Women Financial Advisers and Top 100 Independent Financial Advisers, Kemper’s Success Stories, Investment News, The Dallas Morning News, The Dallas Business Journal, and Real Woman magazine’s From Broke to Bountiful.
Anciens postes connus de Erin T. Botsford
| Sociétés | Poste | Fin |
|---|---|---|
A.G. Edwards, Inc.
 A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Corporate Officer/Principal | - |
Biltmore Capital Advisors LLC
 Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital customizes their asset management strategies based on each client's individual needs. The firm's main focuses include their diversified portfolio management and option strategies on concentrated stock positions and their long/short strategy. They make specific options trades which seek to accomplish the predetermined goals while seeking to minimizing risk. For diversification, Biltmore Capital may recommend a combination of in-house stock management and independent managers. The firm selects securities and asset managers for the portfolio based on asset allocation decisions and what suits the client's needs and goals most appropriately. Specifically, it tries to determine the mix of stock, bonds, money markets and other investments they feel offer the best combination of potential return and risk. | Fondateur | - |
Expériences
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Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Biltmore Capital Advisors LLC
Biltmore Capital Advisors LLC Investment ManagersFinance Biltmore Capital customizes their asset management strategies based on each client's individual needs. The firm's main focuses include their diversified portfolio management and option strategies on concentrated stock positions and their long/short strategy. They make specific options trades which seek to accomplish the predetermined goals while seeking to minimizing risk. For diversification, Biltmore Capital may recommend a combination of in-house stock management and independent managers. The firm selects securities and asset managers for the portfolio based on asset allocation decisions and what suits the client's needs and goals most appropriately. Specifically, it tries to determine the mix of stock, bonds, money markets and other investments they feel offer the best combination of potential return and risk. | Finance |
