Profil
Ms. Sarah Slesak is a Client Service Professional & Trader at Forté Capital LLC.
She has significant experience in the wealth management business.
She assists in relationship management to our clients.
She is one of Forté’s primary client service professionals with broad experience solving problems and managing transitions.
While assisting portfolio managers, she provides a wide variety of support to clients including account administration, opening, processing, and trading.
Postes actifs de Sarah Slesak
Sociétés | Poste | Début |
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Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Trading-Equity | 01/10/2011 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Finance |