Shadia Bucciarelli
Portefeuillebeheerder-Aandelen bij Atlas Wealth LLC
Profiel
Ms. Shadia G.
Bucciarelli is a Senior Vice President & Portfolio Manager at Atlas Wealth LLC.
Before joining Raymond James in January 2014, Ms. Bucciarelli was a financial advisor at Merrill Lynch in Cincinnati.
She previously worked as an associate portfolio manager and commercial relationship manager for Fifth Third Bank in Cincinnati after starting her career as an account manager for Arcelor Mittal Steel in Chicago.
She earned an MBA from Xavier University and a bachelor’s degree in marketing from the University of Illinois Urbana-Champaign.
Actieve functies van Shadia Bucciarelli
| Bedrijven | Functie | Begin |
|---|---|---|
Atlas Wealth LLC
 Atlas Wealth LLC Investment ManagersFinance Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022. | Portefeuillebeheerder-Aandelen | 01-07-2022 |
Eerdere bekende functies van Shadia Bucciarelli
| Bedrijven | Functie | Einde |
|---|---|---|
Raymond James & Associates, Inc. (Invt Mgmt)
 Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Corporate Officer/Principal | 01-07-2022 |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Corporate Officer/Principal | 01-01-2014 |
Opleiding van Shadia Bucciarelli
| Xavier University | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
Actief
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Raymond James & Associates, Inc. (Invt Mgmt)
Raymond James & Associates, Inc. (Invt Mgmt) Investment ManagersFinance Raymond James & Associates, Inc. (Invt Mgmt) (RJA-IM) is the investment management division of Raymond James & Associates, Inc. (RJA), a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1974 and is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE: RJF). RJA-IM offers planning and/or investment consulting services to a broad range of current and prospective clients. | Finance |
Atlas Wealth LLC
Atlas Wealth LLC Investment ManagersFinance Atlas Wealth LLC provides investment advice. The private company is based in Cincinnati, OH. Kyle Gearhart has been the CEO of the company since 2022. | Finance |
