Beth Poggi
Geen lopende functies
Profiel
Mary Elizabeth Poggi worked as a Principal at C.E.
Unterberg, Towbin Holdings, Inc. and Smith Barney & Co., Inc. She also worked as the Head of Research at Alpha Omega Wealth Management LLC.
Poggi received her undergraduate degree from Cornell University and her MBA from Columbia Business School.
Eerdere bekende functies van Beth Poggi
| Bedrijven | Functie | Einde |
|---|---|---|
Alpha Omega Wealth Management LLC
 Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Directeur van Onderzoek - Eigen Vermogen | 01-04-2018 |
C.E. Unterberg, Towbin Holdings, Inc.
 C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Beth Poggi
| Cornell University | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. | Finance |
| Smith Barney & Co., Inc. | Finance |
C.E. Unterberg, Towbin Holdings, Inc.
C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY. | Finance |
