Michelle Fallon
Portfolio Manager-Fixed Income bij Aequitas Investment Advisors LLC
Profiel
Ms. Michelle C.
Fallon is a Senior Financial Planner & Fixed Income Specialist at Aequitas Investment Advisors LLC.
She joined the Aequitas Team in January 2010.
She provides financial planning services to our clients as well as specializing in the areas of Medicare Planning, Social Security Claiming Strategies and Educational Goal Funding.
Prior to Aequitas, she spent twenty years at Bear, Stearns & Co., Inc. working on the Fixed Income Trading Desk finishing her career as the Municipal Bond Coordinator for the Boston Office.
She holds her Bachelor of Arts degree in Economics from the University of Vermont.
In 2014, she earned her CERTIFIED FINANCIAL PLANNINGTM designation.
In March of 2018, she completed her Master of Science degree in Personal Financial Planning from the College for Financial Planning.
Actieve functies van Michelle Fallon
| Bedrijven | Functie | Begin |
|---|---|---|
Aequitas Investment Advisors LLC
 Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Portfolio Manager-Fixed Income | 01-01-2010 |
Opleiding van Michelle Fallon
| University of Vermont | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
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| Bedrijven in privébezit | 1 |
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Aequitas Investment Advisors LLC
Aequitas Investment Advisors LLC Investment ManagersFinance Aequitas Investment Advisors LLC (Aequitas) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Warner Henderson in 1991. Aequitas provides individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. | Finance |
