Mary Ellen Cox
Plus aucun poste en cours
Profil
Ms. Mary Ellen Cox is Vice President & Equity Trader at Denver Investment Advisors LLC.
Prior to joining Denver Investment Advisors in 1982, Ms. Cox was previously a Trader for Founders Capital Management and Financial Programs, Inc.
Ms. Cox received a B.A.
from the College of New Rochelle.
She is a member of the CFA Society of Colorado, and a member of NOIP, the National Organization of Investment Professionals.
Anciens postes connus de Mary Ellen Cox
| Sociétés | Poste | Fin |
|---|---|---|
Founders Capital Management, Inc.
 Founders Capital Management, Inc. Investment ManagersFinance Founders Capital Management, Inc. (FCMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Grant E. Bruce in 1995. FCMI provides investment advisory services for high-net-worth individuals, families, foundations, and trusts. | Trading-Equity | 31/12/1981 |
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). | Trading-Equity | - |
Formation de Mary Ellen Cox
| The College of New Rochelle | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Founders Capital Management, Inc.
Founders Capital Management, Inc. Investment ManagersFinance Founders Capital Management, Inc. (FCMI) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Grant E. Bruce in 1995. FCMI provides investment advisory services for high-net-worth individuals, families, foundations, and trusts. | Finance |
