Elliott van Ness
Directeur van Onderzoek - Eigen Vermogen bij First Personal Financial Services, Inc.
Profiel
Mr. Elliott van Ness, CFA, is a Partner, Portfolio Manager & Director of Research at First Personal Financial Services, Inc. In his role as the firm’s Director of Research, he orchestrates the firm’s in-house proprietary investment research and analysis.
In addition to analyzing global economic trends, Elliott performs in-depth equity market research, fundamental equity analysis, and third-party manager reviews utilizing robust financial market analytics software.
He helped to implement and design the research and portfolio manager due diligence templates that serve as the basis and framework for Rinehart’s proprietary research process.
Mr. van Ness is a graduate of Davidson College where he earned a Bachelor of Arts in French and a minor in Economics.
He is a CFA charterholder.
He is a regular member of both the CFA Institute and the CFA Society North Carolina.
Actieve functies van Elliott van Ness
Bedrijven | Functie | Begin |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2010 |
Opleiding van Elliott van Ness
Davidson College | Undergraduate Degree |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |