Meg Patricia Sheil-Puopolo
Portefeuillebeheerder-Aandelen bij Verdence Capital Advisors LLC
Profiel
Ms. Meg P.
Sheil-Puopolo is a Director & Private Wealth Advisor at Verdence Capital Advisors LLC.
She provides financial planning, investment management and estate planning services.
Prior to joining Verdence, she spent 18 years at Fidelity, where she most recently served as Vice President, Financial Consultant, bringing with her a wealth of experience serving high net worth individuals, families and business owners.
She earned her BA in Biology from Indiana University Bloomington.
Actieve functies van Meg Patricia Sheil-Puopolo
| Bedrijven | Functie | Begin |
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Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Portefeuillebeheerder-Aandelen | 01-04-2019 |
Opleiding van Meg Patricia Sheil-Puopolo
| Indiana University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
