Molly Jo Chase
Analyst-Equity chez Northern Capital Management, Inc. (Spokane, Washington)
Profil
Ms. Molly J.
Chase is a Trading Department Manager at Northern Capital Management, Inc. (Spokane, Washington).
She joined the team in 2008.
She supervises the Portfolio Managers within the Trading Department.
She also serves Northern Capital Management clients with last names K-Z fielding inquiries related to the market or account status, helping clients update their Investment Objectives, and facilitating trades and rebalances in client portfolios.
As a member of the Investment Committee, she participates in investment research and selection as well as allocation model creation and review.
She holds a Bachelor’s degree in Business Administration from Eastern Washington University.
Postes actifs de Molly Jo Chase
Sociétés | Poste | Début |
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Northern Capital Management, Inc. (Spokane, Washington)
Northern Capital Management, Inc. (Spokane, Washington) Investment ManagersFinance Northern Capital Management, Inc. (Northern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James K. Wilson in 1992 as Bergeron & Wilson, Inc. Northern Capital offers a full range of wealth management and investment advisory services to individual clients, families, corporations, and foundations. | Analyst-Equity | 01/05/2008 |
Formation de Molly Jo Chase
Eastern Washington University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Entreprise privées | 1 |
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Northern Capital Management, Inc. (Spokane, Washington)
Northern Capital Management, Inc. (Spokane, Washington) Investment ManagersFinance Northern Capital Management, Inc. (Northern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Spokane, Washington. The firm was founded by James K. Wilson in 1992 as Bergeron & Wilson, Inc. Northern Capital offers a full range of wealth management and investment advisory services to individual clients, families, corporations, and foundations. | Finance |