Estee Faranda
Directeur/Membre du Conseil chez YCharts, Inc.
Profil
Estee Faranda is currently a Director at YCharts, Inc. She previously worked as Director & Chief Executive Officer at PFS Investments, Inc. from 2020 to 2023, Managing Director at Envestnet, Inc. from 2015 to 2020, Vice President at Morningstar Investment Services LLC from 2006 to 2015, and Vice President at Abn Amro Trust Services Co. from 1998 to 2006.
She also worked as a Senior Client Services Representative at New England Financial from 1995 to 1998.
Postes actifs de Estee Faranda
| Sociétés | Poste | Début |
|---|---|---|
YCharts, Inc.
 YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Directeur/Membre du Conseil | 01/02/2021 |
Anciens postes connus de Estee Faranda
| Sociétés | Poste | Fin |
|---|---|---|
PFS Investments, Inc.
 PFS Investments, Inc. Investment ManagersFinance PFS Investments, Inc. (PFSI), do-business-as Primerica Advisors, is a SEC-registered investment management firm headquartered in Duluth, Georgia. The firm was founded in 1981 and is directly owned by Primerica Finance Corp., itself a subsidiary of Primerica, Inc. (NYSE: PRI). PFSI provides advisory services to the Primerica Advisors Lifetime Investment Platform wrap fee program (Program). | Directeur Général | 01/09/2023 |
| ENVESTNET, INC. | Corporate Officer/Principal | 01/01/2020 |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Corporate Officer/Principal | 01/03/2015 |
Abn Amro Trust Services Co.
 Abn Amro Trust Services Co. Regional BanksFinance Part of Principal Financial Group, Inc., Abn Amro Trust Services Co. is a company that provides trust services and asset management services. The company is based in Chicago, IL. Abn Amro Trust Services was acquired by Principal Financial Group, Inc. from ABN AMRO Holding NV on December 20, 2004. | Corporate Officer/Principal | 01/01/2006 |
New England Financial
 New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Corporate Officer/Principal | 01/01/1998 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Entreprise privées | 5 |
|---|---|
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients. | Finance |
PFS Investments, Inc.
PFS Investments, Inc. Investment ManagersFinance PFS Investments, Inc. (PFSI), do-business-as Primerica Advisors, is a SEC-registered investment management firm headquartered in Duluth, Georgia. The firm was founded in 1981 and is directly owned by Primerica Finance Corp., itself a subsidiary of Primerica, Inc. (NYSE: PRI). PFSI provides advisory services to the Primerica Advisors Lifetime Investment Platform wrap fee program (Program). | Finance |
New England Financial
New England Financial Insurance Brokers/ServicesFinance Part of MetLife, Inc., New England Financial is a financial advisory and investment management company. New England Financial is based in Boston, MA. The company's team of advisors offers customized investment strategies to individuals and institutions. The company provides investment management services and develop flexible financial plans tailored to their clients' specific goals and interests. | Finance |
Abn Amro Trust Services Co.
Abn Amro Trust Services Co. Regional BanksFinance Part of Principal Financial Group, Inc., Abn Amro Trust Services Co. is a company that provides trust services and asset management services. The company is based in Chicago, IL. Abn Amro Trust Services was acquired by Principal Financial Group, Inc. from ABN AMRO Holding NV on December 20, 2004. | Finance |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Technology Services |
