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Treven L. Ayers
Plus aucun poste en cours
Consumer Services
Finance
Profil
Prior to joining Rinehart Wealth Management in 1999, Mr. Ayers managed both individual and institutional portfolios for Professional Financial Services, Inc. in Reston, VA.
Mr. Ayers received his Bachelor of Arts and Master of Arts degrees in Economics from the University of South Carolina.
He holds the Certified Fund Specialist (CFS) designation, is a Certified Financial Planner Certificant, and is an active member in the Charlotte Economics Club.
He is a volunteer soccer coach for Charlotte United Football Club and also volunteers with the National Kidney Foundation.
Anciens postes connus de Treven L. Ayers
| Sociétés | Poste | Fin |
|---|---|---|
First Personal Financial Services, Inc.
 First Personal Financial Services, Inc. Investment ManagersFinance McShane Partners serves as a trusted fiduciary in helping their clients define and achieve their lifetime financial goals and objectives. The firm creates a diversified investment portfolio using five primary asset classes: cash, fixed income, hybrids or alternative investments, domestic equities, and international equities. They integrate both top-down and bottom-up investment approach driven by in-house propriety research. | Gestionnaire de Portefeuille-Actions | - |
Formation de Treven L. Ayers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance McShane Partners serves as a trusted fiduciary in helping their clients define and achieve their lifetime financial goals and objectives. The firm creates a diversified investment portfolio using five primary asset classes: cash, fixed income, hybrids or alternative investments, domestic equities, and international equities. They integrate both top-down and bottom-up investment approach driven by in-house propriety research. | Finance |
