Tracy Rogers

Membre du Comité d'Investissement chez Old Port Advisors, Inc.

Finance

Consumer Services

Postes actifs de Tracy Rogers

Sociétés	Poste	Début	Fin
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Gestionnaire de Portefeuille-Actions	01/01/2004	-
	Membre du Comité d'Investissement	01/01/2004	-
	Compliance Officer	01/01/2004	-

Colorado State University

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Compliance Officer	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectorielle

Finance	2
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	1
Old Port Advisors, Inc. Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors.	Finance

Entreprise privées

Finance