Profil
Ms. Gretchen M.
Zierolf is a Director of Business Development & Portfolio Manager at Farr, Miller & Washington LLC.
She joined the firm in June 2015.
Ms. Zierolf comes to Farr, Miller & Washington from Janney Montgomery Scott LLC where she served as First Vice President for five years.
Prior to Janney, she was a Senior Portfolio Officer at BNY Mellon for six years.
Through the past 14 years she has managed portfolios and conducted full-scale financial planning for clients at various firms in the Philadelphia area.
Her clients have ranged from individuals to foundations, endowments, and family office relationships.
Ms. Zierolf received her undergraduate degree from the University of Wisconsin-Madison, and graduated with honors from the Pennsylvania Bankers Association Trust School at Bucknell University.
She earned the Certified Financial Planner certification.
Anciens postes connus de Gretchen Marie Zierolf
Sociétés | Poste | Fin |
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Farr, Miller & Washington LLC
Farr, Miller & Washington LLC Investment ManagersFinance Farr, Miller & Washington LLC (FMW) is a wealth management firm headquartered in Washington, DC.The firm was founded by Michael Farr, Elmon Miller and John Washington in 1996. They are a subsidiary of HighTower Advisors LLC, which is owned by Hightower Holding LLC. FMW provides individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice. | Gestionnaire de Portefeuille-Actions | 01/09/2021 |
Formation de Gretchen Marie Zierolf
University of Wisconsin | Undergraduate Degree |
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Entreprise privées | 1 |
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Farr, Miller & Washington LLC
Farr, Miller & Washington LLC Investment ManagersFinance Farr, Miller & Washington LLC (FMW) is a wealth management firm headquartered in Washington, DC.The firm was founded by Michael Farr, Elmon Miller and John Washington in 1996. They are a subsidiary of HighTower Advisors LLC, which is owned by Hightower Holding LLC. FMW provides individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice. | Finance |