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Postes actifs de Sherri Daniels
Sociétés | Poste | Début | Fin |
---|---|---|---|
Slatestone Wealth LLC
![]() Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Directeur Général | 01/01/2017 | - |
Fondateur | 01/01/2017 | - | |
Membre du Comité d'Investissement | 01/01/2017 | - |
Historique de carrière de Sherri Daniels
Anciens postes connus de Sherri Daniels
Sociétés | Poste | Début | Fin |
---|---|---|---|
Weiss Capital Management, Inc.
![]() Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | Gestionnaire de Portefeuille-Actions | 17/11/2010 | 31/12/2010 |
Portfolio Manager-Fixed Income | 17/11/2010 | 31/12/2010 | |
President | 01/01/2004 | 31/12/2010 | |
Weiss Capital Management, Inc.
![]() Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | Gestionnaire de Portefeuille-Actions | 01/01/1990 | 31/12/1998 |
Corporate Officer/Principal | 01/01/1990 | 31/12/1998 | |
Shearson Lehman Hutton, Inc. | Corporate Officer/Principal | - | - |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Gestionnaire de Portefeuille-Actions | 01/01/2011 | - |
Formation de Sherri Daniels
Southwest Texas State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 2 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Weiss Capital Management, Inc.
![]() Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund. | Finance |
Banyan Partners LLC
![]() Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
Shearson Lehman Hutton, Inc. | Finance |
Slatestone Wealth LLC
![]() Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Finance |
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