Profil
Ms. Norma L.
Graves is Director of Fixed Income at West Financial Services, Inc. She joined the investment management department of West Financial Services in 1999.
Her responsibilities include fixed income management and client portfolio review.
Prior to joining the team, Ms. Graves worked for 23 years in senior management roles with national investment management firms.
Ms. Graves received her BBA in Finance from Walsh College and her MBA from Fordham University.
Tidigare kända positioner av Norma Lee Graves
| Företag | Position | Slut |
|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Compliance Officer | 2022-07-01 |
Acadia Group, Inc.
Acadia Group, Inc. Miscellaneous Commercial ServicesCommercial Services Offers billing, consulting, software, business systems, related services and financing | Företagsledare/Principal | - |
Norma Lee Gravess utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 4 |
|---|---|
Acadia Group, Inc.
Acadia Group, Inc. Miscellaneous Commercial ServicesCommercial Services Offers billing, consulting, software, business systems, related services and financing | Commercial Services |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Walsh College
Walsh College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















