Profiel
Ms. Ally S.
Feinman is an Associate Vice President & Financial Advisor at RBC Wealth Management.
In Chadds Ford office, she functions as an equity and fixed income research analyst and portfolio strategist.
She also heads the team’s trading desk.
She serves as a wealth management liaison with RBC Wealth Management’s insurance, estate plan and retirement planning consultants to assist the group’s efforts to develop customized wealth plans for the clients.
She also works closely with many qualified retirement plan relationships.
Ms. Feinman entered the securities industry in 2012 as a research analyst with Fidelity Research & Management Company in Boston, Massachusetts.
There, she provided research coverage on publicly traded media companies to Fidelity's mutual fund portfolio managers.
In July, 2014, she left Fidelity to become associated with the Feinman Investment Group at RBC Wealth Management.
She graduated Phi Beta Kappa from Northwestern University with a degree in economics in 2012.
Actieve functies van Ally Sara Feinman
| Bedrijven | Functie | Begin |
|---|---|---|
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Analyst-Equity | 01-07-2014 |
Eerdere bekende functies van Ally Sara Feinman
| Bedrijven | Functie | Einde |
|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | 01-06-2014 |
Opleiding van Ally Sara Feinman
| Northwestern University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Finance |
