Michelle Elise Wells
Directeur des opérations chez The Darrow Co., Inc.
Profil
Ms. Michelle E.
Wells, CFA, is a Portfolio Manager & Wealth Advisor at The Darrow Co., Inc. She brings over twenty years of experience in the fields of financial planning and investment management to her work at Darrow Wealth Management.
Michelle has been with the company since 1988.
She now leads the portfolio management and trading for the firm, as well as the operations and compliance.
She received her undergraduate degree from Simmons University.
Postes actifs de Michelle Elise Wells
| Sociétés | Poste | Début |
|---|---|---|
The Darrow Co., Inc.
 The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Directeur des opérations | 01/01/1988 |
Formation de Michelle Elise Wells
| Simmons 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 | 1 |
|---|---|
The Darrow Co., Inc.
The Darrow Co., Inc. Investment ManagersFinance The Darrow Co., Inc., do-business-as Darrow Wealth Management (DWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Needham, Massachusetts. The firm was founded by Thomas J. McFarland in 1987. DWM provides financial modeling, consulting, and investment management services to individuals, high-net-worth individuals, trusts and estates. | Finance |
