![Rachel van Emon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Rachel van Emon worked as an Education Director at Opes Advisors, Inc. from 2011 to 2015.
She obtained an undergraduate degree from Harvard University.
Anciens postes connus de Rachel van Emon
| Sociétés | Poste | Fin |
|---|---|---|
Opes Advisors, Inc.
 Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Corporate Officer/Principal | 01/08/2015 |
Formation de Rachel van Emon
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Finance |
