Profiel
Bhumi Shah formerly worked at Financial Architects, Inc., as Portfolio Manager & Financial Planner from 2015 to 2016.
Ms. Shah received her graduate degree in 2015 from St. Joseph's University.
Eerdere bekende functies van Bhumi Shah
| Bedrijven | Functie | Einde |
|---|---|---|
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Portefeuillebeheerder-Aandelen | 29-09-2016 |
Opleiding van Bhumi Shah
| St. Joseph's University | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Finance |
