Alex Biela
Portefeuillebeheerder-Aandelen bij Reynders, McVeigh Capital Management LLC
Profiel
Ms. Alexandria L.
Biela is a Portfolio Manager at Reynders, McVeigh Capital Management LLC.
She joined the firm in 2012.
In her role, she helps implement investment strategies for clients to help them reach their long-term goals while aligning with their values.
She also works on financial plans for clients.
She oversees the Client Service Department.
Ms. Biela has extensive knowledge in account opening, transfers, gift requests, and other aspects necessary to provide an excellent client experience.
Prior to joining Reynders, McVeigh, she worked at New York Life Insurance where she was licensed to sell Health & Accident Insurance and provided organizational support.
Ms. Biela graduated from Bentley University with a B.S.
in Finance and a minor in Global Studies.
Actieve functies van Alex Biela
| Bedrijven | Functie | Begin |
|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Portefeuillebeheerder-Aandelen | 01-06-2012 |
Opleiding van Alex Biela
| Bentley University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
|---|---|
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
