Profil
Ms. Tracy L.
Leeper is a Client Relations & Trading Manager at The Capital Management Corp.
She was with Wells Fargo for ten years prior to joining CMC.
She has a BS in Finance from Virginia Tech.
Postes actifs de Tracy L. Leeper
| Sociétés | Poste | Début |
|---|---|---|
The Capital Management Corp.
The Capital Management Corp. Investment ManagersFinance CMC invests client wealth in highly concentrated portfolios of CASH COW companies which possess ?superior cash flow growth and fundamentals. Trading at discounts to the firm’s proprietary value estimates, their approved stocks (approx. 30-40) are selected to mitigate downside risk and generate superior long-term returns. | Trading-Equity | 01/10/2010 |
Anciens postes connus de Tracy L. Leeper
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Capital Management Corp.
The Capital Management Corp. Investment ManagersFinance CMC invests client wealth in highly concentrated portfolios of CASH COW companies which possess ?superior cash flow growth and fundamentals. Trading at discounts to the firm’s proprietary value estimates, their approved stocks (approx. 30-40) are selected to mitigate downside risk and generate superior long-term returns. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
















