Beth Raymond
Portefeuillebeheerder-Aandelen bij CapFinancial Partners LLC
Profiel
Ms. Elizabeth H.
Raymond is a Vice President & Financial Advisor at CapFinancial Partners LLC.
Ms. Raymond brings over 25 years of experience in the financial services industry to the firm.
She works with individuals and multi-generational families on all aspects of financial planning.
She is assisting them to meet the clients' financial goals and navigate life’s many transitions.
Ms. Raymond joined us from RINET Company—a fee-only wealth management firm—where she served as a director in the wealth planning group.
Prior to joining RINET, she was the founding member, principal, and director of research and planning at Sandy Cove Advisors.
She earned a Bachelor of Arts in economics and management from the University of Massachusetts.
Actieve functies van Beth Raymond
| Bedrijven | Functie | Begin |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Portefeuillebeheerder-Aandelen | 08-12-2021 |
Eerdere bekende functies van Beth Raymond
| Bedrijven | Functie | Einde |
|---|---|---|
RINET Co. LLC
 RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Analyst-Equity | 08-12-2021 |
Diversified Financial Management, Inc.
 Diversified Financial Management, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. is a wealth management firm and registered investment advisor located in Norwell, Massachusetts. The firm provides customized investment solutions for high net-worth individuals, families, and institutions. | Corporate Officer/Principal | 02-01-2010 |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | 02-01-1994 |
Opleiding van Beth Raymond
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
RINET Co. LLC
RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |
Diversified Financial Management, Inc.
Diversified Financial Management, Inc. Investment ManagersFinance Diversified Financial Management Associates, Inc. is a wealth management firm and registered investment advisor located in Norwell, Massachusetts. The firm provides customized investment solutions for high net-worth individuals, families, and institutions. | Finance |
