Rebecca Sue Wilcox

Plus aucun poste en cours

Finance

Consumer Services

Profil

Ms. Rebecca S.
Wilcox, CFA MBA, is a Relationship Manager at Rainier Group Investment Advisory LLC.
She is previously responsible for driving her team’s portfolio management efforts, including asset allocation and macro strategy analysis.
She also provides support on manager due diligence and serves as a key member of the Investment Strategy Group.
She has more than 15 years’ experience in the investment advisory business in a variety of capacities, including portfolio management, research and trading.
Prior to arriving, Ms. Wilcox was a Director at Freestone Capital Management, a Seattle-based investment advisory firm.
She has also held positions as bond analyst for GE Financial Assurance and financial advisor at Prudential Securities.
Ms. Wilcox has a Bachelor of Arts degree from McGill University, a portion of which she completed at the Free University in Berlin.
She also obtained a Master’s of Business of Administration from the University of Washington.
Becky holds both the Chartered Financial Analyst and Financial Risk Manager designations, and is a member of the CFA Society of Seattle.

Anciens postes connus de Rebecca Sue Wilcox

Sociétés	Poste	Fin
Rainier Group Investment Advisory LLC Rainier Group Investment Advisory LLC Investment ManagersFinance Coldstream Wealth Management employs a fully-diversified, multiple-asset-class approach to portfolio structure, much like the Yale Endowment would employ, but geared toward private individuals and families. At the core of their clients’ portfolios are more traditional asset classes such as US Stocks and Bonds. That core is surrounded by a number of alternative asset classes with varying levels of correlation to traditional stocks and bonds.	Gestionnaire de Portefeuille-Actions	-
Freestone Capital Management LLC Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance.	Corporate Officer/Principal	-

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Entreprise privées	4
Freestone Capital Management LLC Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance.	Finance
Rainier Group Investment Advisory LLC Rainier Group Investment Advisory LLC Investment ManagersFinance Coldstream Wealth Management employs a fully-diversified, multiple-asset-class approach to portfolio structure, much like the Yale Endowment would employ, but geared toward private individuals and families. At the core of their clients’ portfolios are more traditional asset classes such as US Stocks and Bonds. That core is surrounded by a number of alternative asset classes with varying levels of correlation to traditional stocks and bonds.	Finance
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
McGill University McGill University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services