Profil
Ms. Rachel A.
Margulis is a Consultant at Fairport Asset Management LLC.
since July 2008.
She was previously employed as Tax Associate by MAI Wealth Advisors LLC from January 2005 to June 2008.
Ms. Margulis received a BBA from Cleveland State University in 2004.
Anciens postes connus de Rachel A. Margulis
Sociétés | Poste | Fin |
---|---|---|
Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Consultant / Advisor | - |
Formation de Rachel A. Margulis
Cleveland State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
Fairport Asset Management LLC
Fairport Asset Management LLC Investment ManagersFinance Fairport Asset Management LLC is a registered investment advisor located in Cleveland, Ohio. The firm is a subsidiary of Wealthtrust Holdings LLC. They manage assets for individuals and institutions and serve as the advisor of the Fairport family of mutual funds. | Finance |