![James Bernard Carano](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Bernard Carano
Directeur Général chez
Meridian Advisory Services LLC
Profil
Mr. James B. Carano is a President & Chief Compliance Officer at Meridian Advisory Services LLC.
He has over 30 years of financial planning experience.
Mr. Carano was a Corporate Controller for a Fortune 500 company.
He received his MBA in Finance from Wayne State University (Michigan).
He is a Certified Financial Planner and a Registered Investment Advisor.
Postes actifs de James Bernard Carano
| Sociétés | Poste | Début |
|---|---|---|
Meridian Advisory Services LLC
 Meridian Advisory Services LLC Investment ManagersFinance Meridian’ primary investment strategy is strategic asset allocation utilizing a core and satellite approach. Investment strategies are customized to meet each client's objectives and risk tolerance. The firm uses exchange-traded funds as the core investments and actively managed funds as the core strategy. Individual stocks and bonds where there are greater opportunities to make a difference. Portfolios are globally diversified to control the risk associated with traditional markets. | Directeur Général | 01/01/2002 |
Formation de James Bernard Carano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wayne State University (Michigan)
 Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Meridian Advisory Services LLC
Meridian Advisory Services LLC Investment ManagersFinance Meridian’ primary investment strategy is strategic asset allocation utilizing a core and satellite approach. Investment strategies are customized to meet each client's objectives and risk tolerance. The firm uses exchange-traded funds as the core investments and actively managed funds as the core strategy. Individual stocks and bonds where there are greater opportunities to make a difference. Portfolios are globally diversified to control the risk associated with traditional markets. | Finance |
