Maria Elizabeth Whitney

Maria Elizabeth Whitney

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Ms. Maria E.
Whitney was previously employed as a Research Analyst by Biltmore Family Office LLC.
She performed due diligence on prospective managers and continued research on those where the firm’s clients have an ongoing investment.
Prior to joining Biltmore Family Office, Ms. Whitney worked as a High Net Worth Client Representative with a multi-billion dollar investment firm where she analyzed and solved complex issues for clients who had between $1 million and $1 billion invested.
Her experience includes customizing investment products based off a needs analysis, situational wealth management knowledge, and an understanding of the equity market from her experience in placing stock trades and individual equity research.
She graduated from Appalachian State University with a dual business degree in Finance and International Business.

Eerdere bekende functies van Maria Elizabeth Whitney

BedrijvenFunctieEinde
Analyst-Equity 01-07-2019
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Opleiding van Maria Elizabeth Whitney

Appalachian State University Undergraduate Degree

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