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Profil
Ms. Terri Connelly is a Financial Advisor & Senior Portfolio Manager at Formidable Asset Management LLC.
She was a former Director of RBC Capital Markets, through acquisition of Seasongood & Mayer LLC, a top ranked underwriter of Municipal Finance.
Aktiva positioner av Terri Connelly
| Företag | Position | Start |
|---|---|---|
Formidable Asset Management LLC
 Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Portföljförvaltare-Aktier | 2020-02-01 |
Erfarenheter
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Börsnoterade företag
Privata företag
Relationer
5
Första gradens relationer
1
Företag kopplade till första graden
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Kopplade företag
| Privata företag | 1 |
|---|---|
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Finance |
