Naomi Theresa Dalessandro
Portefeuillebeheerder-Aandelen bij Welch & Forbes LLC
Profiel
Ms. Naomi T.
Dalessandro, CFA, is a Portfolio Manager at Welch & Forbes LLC.
She has over 24 years of investment industry experience.
Prior to joining Welch & Forbes in 2014, Ms. Dalessandro was Vice President and Portfolio Manager, Woodstock Corporation.
She started her investment career at Boston Safe Deposit & Trust Co. Ms. Dalessandro was also a Financial Advisor at Edward Jones Investments.
She received her undergraduate degree from the University of Massachusetts.
Actieve functies van Naomi Theresa Dalessandro
| Bedrijven | Functie | Begin |
|---|---|---|
Welch & Forbes LLC
 Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2014 |
Eerdere bekende functies van Naomi Theresa Dalessandro
| Bedrijven | Functie | Einde |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Analyst-Equity | 31-12-2013 |
Edward Jones Investments
 Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Corporate Officer/Principal | - |
Opleiding van Naomi Theresa Dalessandro
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
Edward Jones Investments
Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Finance |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, and corporations and other business entities. | Finance |
