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Michele Marie Poirier
Fondateur chez The Moorings Group LLC
Postes actifs de Michele Marie Poirier
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Analyst-Fixed Income | 01/01/2003 | - |
Directeur en chef des Investissements | 01/01/2003 | - | |
Fondateur | 01/01/2003 | - | |
Portfolio Manager-Fixed Income | 01/01/2003 | - | |
Responsable de la banque privée | 01/01/2003 | - | |
Trading-Fixed Income | 01/01/2003 | - |
Historique de carrière de Michele Marie Poirier
Anciens postes connus de Michele Marie Poirier
Sociétés | Poste | Début | Fin |
---|---|---|---|
Banc of America Capital Management LLC | Corporate Officer/Principal | 01/09/1990 | - |
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 |
Statistiques
Internationale
Etats-Unis | 8 |
Opérationnelle
Corporate Officer/Principal | 5 |
Analyst-Fixed Income | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 6 |
Miscellaneous | 2 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
---|---|
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 |
Banc of America Capital Management LLC | Finance |
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 |
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 Robinson-Humphrey Co. LLC | Finance |
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