![Maria Elizabeth Whitney](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Maria E.
Whitney was previously employed as a Research Analyst by Biltmore Family Office LLC.
She performed due diligence on prospective managers and continued research on those where the firm’s clients have an ongoing investment.
Prior to joining Biltmore Family Office, Ms. Whitney worked as a High Net Worth Client Representative with a multi-billion dollar investment firm where she analyzed and solved complex issues for clients who had between $1 million and $1 billion invested.
Her experience includes customizing investment products based off a needs analysis, situational wealth management knowledge, and an understanding of the equity market from her experience in placing stock trades and individual equity research.
She graduated from Appalachian State University with a dual business degree in Finance and International Business.
Anciens postes connus de Maria Elizabeth Whitney
Sociétés | Poste | Fin |
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Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities. | Analyst-Equity | 01/07/2019 |
Formation de Maria Elizabeth Whitney
Appalachian State University | Undergraduate Degree |
Expériences
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Entreprise privées | 1 |
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Biltmore Family Office LLC
![]() Biltmore Family Office LLC Investment ManagersFinance Biltmore Family Office LLC (BFO) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Chris Cecil in 2008. BFO provides asset management services to high-net worth clients, families and their related entities. | Finance |