Michele Marie Poirier
Fondateur chez The Moorings Group LLC
Profil
Ms. Michele M.
Poirier is Chief Investment Officer at The Moorings Group LLC.
Prior to founding The Moorings Group in 2003, Ms. Poirier managed more than $2 billion in municipal bond assets for Banc of America Capital Management and its predecessors in Charlotte, North Carolina.
During her 12-year tenure as a director of fixed income, she managed mutual funds and separate accounts.
Ms. Poirier also had supervisory responsibilities for a team of portfolio managers.
Previously, she held positions with Bankers Trust Company, Financial Service Corporation, the Robinson-Humphrey Company and Shearson Loeb Rhoades.
Ms. Poirier graduated from Georgia State University in 1988 with a B.B.A.
in marketing.
Postes actifs de Michele Marie Poirier
| Sociétés | Poste | Début |
|---|---|---|
The Moorings Group LLC
 The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Fondateur | 01/01/2003 |
Anciens postes connus de Michele Marie Poirier
| Sociétés | Poste | Fin |
|---|---|---|
| Banc of America Capital Management LLC | Corporate Officer/Principal | - |
| The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - |
Financial Service Group, Inc.
 Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Charlotte Capital LLC
 Charlotte Capital LLC Investment ManagersFinance Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004. | Corporate Officer/Principal | - |
Formation de Michele Marie Poirier
| Georgia State University | 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
| Entreprise privées | 6 |
|---|---|
Charlotte Capital LLC
Charlotte Capital LLC Investment ManagersFinance Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004. | Finance |
| Banc of America Capital Management LLC | Finance |
| The Robinson-Humphrey Co. LLC | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Financial Service Group, Inc.
Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Finance |
The Moorings Group LLC
The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Finance |
