Profiel
Ms. Michele M.
Serrao is Partner at Invesco Private Capital, Inc.
Prior to joining Invesco in February 2008, Ms. Serrao was with Atlantic Trust since 1999.
Prior to that, she was an Investment Associate for Cobey, Jacobson & Gordon and later went on to provide financial and tax planning assistance to clients of Moneysense Financial Planning.
She used to be a managing director at Stein Roe Investment Counsel, Inc.
Ms. Serrao earned her BA, Summa Cum Laude, from Potsdam College with dual majors in Mathematics and Computer Science, and her MBA in Finance from Boston University.
Ms. Serrao also holds the Chartered Financial Analyst designation.
Eerdere bekende functies van Michele M. Serrao
| Bedrijven | Functie | Einde |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Head-Equity Investments | 31-01-2008 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portefeuillebeheerder-Aandelen | 31-12-2003 |
Invesco Private Capital, Inc.
 Invesco Private Capital, Inc. Investment ManagersFinance Invesco Private Capital Inc (Invesco Private Capital) is a private equity and venture capital subsidiary of Invesco North America Group Ltd founded in 1981. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Opleiding van Michele M. Serrao
| State University of New York College at Potsdam | Undergraduate Degree |
| Boston University | Masters Business Admin |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Invesco Private Capital, Inc.
Invesco Private Capital, Inc. Investment ManagersFinance Invesco Private Capital Inc (Invesco Private Capital) is a private equity and venture capital subsidiary of Invesco North America Group Ltd founded in 1981. The firm is headquartered in New York. | Finance |
