Lisa Zuniga Ramirez Ramirez
Director/Board Member chez PEOPLES FINANCIAL SERVICES CORP.
Fortune : 316 136 $ au 31/03/2024
Profil
Elisa Zuniga Ramirez is currently an Independent Director at Peoples Financial Services Corp.
and Century Communities, Inc. She is also a Trustee at Trust for Professional Managers and the President of Exito Consulting LLC.
In the past, she worked as a Partner, Portfolio Manager & Analyst at Denver Investment Advisors LLC and as a Principal & Senior Portfolio Manager at Segall Bryant & Hamill LLC.
Ms. Ramirez holds an MBA from Regis University and an undergraduate degree from The University of Colorado.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 29/02/2024 | 3 792 ( 0,05% ) | 163 473 $ | 31/03/2024 | |
| 11/03/2024 | 1 582 ( 0,00% ) | 152 663 $ | 31/03/2024 |
Postes actifs de Lisa Zuniga Ramirez Ramirez
| Sociétés | Poste | Début |
|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP. | Director/Board Member | 04/03/2022 |
| CENTURY COMMUNITIES, INC. | Director/Board Member | 16/10/2023 |
| National Association of Corporate Directors (Colorado) | Director/Board Member | - |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Director/Board Member | - |
| Latinas First Foundation | Director/Board Member | - |
| Exito Consulting LLC | President | 01/10/2020 |
| Trust for Professional Managers | Director/Board Member | 01/02/2022 |
| Vuela For Health | Director/Board Member | - |
| Latin American Educational Foundation | Director/Board Member | - |
Anciens postes connus de Lisa Zuniga Ramirez Ramirez
| Sociétés | Poste | Fin |
|---|---|---|
| ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░ | ░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
| ░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ | ░░░░░░░░░░░░░░ | ░░░░░░░░░░ |
Formation de Lisa Zuniga Ramirez Ramirez
| Regis University | Masters Business Admin |
| The University of Colorado | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| PEOPLES FINANCIAL SERVICES CORP. | Finance |
| CENTURY COMMUNITIES, INC. | Consumer Durables |
| Entreprise privées | 9 |
|---|---|
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017. | Finance |
| Trust for Professional Managers | Miscellaneous |
The Denver Foundation
The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Commercial Services |
| Latin American Educational Foundation | |
| National Association of Corporate Directors (Colorado) | |
| Latinas First Foundation | |
| Vuela For Health | |
| Exito Consulting LLC |
