Shannon Leigh McCue
Portefeuillebeheerder-Aandelen bij Philadelphia Investment Partners LLC
Profiel
Ms. Shannon L.
McCue is a Portfolio Manager at Philadelphia Investment Partners LLC.
She brings nearly 10 years of diverse experience in financial services to PIP.
Prior to joining the firm in 2017, she served as Director of Operations for Fortiter Wealth Management, an investment advisory firm located in Houston, Texas with over $130 million in assets under management.
As a founding member of the firm, she oversaw day to day operations of the multi-family office that primarily focused on high net worth individuals in the oil and gas industry.
From 2010 to 2014, she worked for Deutsche Bank's Private Wealth Management office in Houston, Texas as a Registered Sales Associate managing trade executions, asset allocations and client services for four client advisors with over $700 million in assets under management.
She began her financial career as a compliance analyst for Deutsche Bank in New York in 2009 working in the risk departments of the New York, London, Frankfort and Geneva offices.
She graduated Cum Laude from Villanova University with a degree in Finance and Management.
Actieve functies van Shannon Leigh McCue
| Bedrijven | Functie | Begin |
|---|---|---|
Philadelphia Investment Partners LLC
 Philadelphia Investment Partners LLC Investment ManagersFinance Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-08-2017 |
Eerdere bekende functies van Shannon Leigh McCue
| Bedrijven | Functie | Einde |
|---|---|---|
Fortiter Wealth Management LLC
 Fortiter Wealth Management LLC Investment ManagersFinance Fortiter Wealth Management LLC (Fortiter Wealth) is an independent, SEC-registered investment advisory and wealth management firm headquartered in Houston, Texas. The firm was founded by Vincent Elliott in 2014. Fortiter Wealth offers a variety of advisory services to individual and institutional clients. | Corporate Officer/Principal | 01-07-2016 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Corporate Officer/Principal | 01-08-2014 |
Opleiding van Shannon Leigh McCue
| Villanova University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
Philadelphia Investment Partners LLC
Philadelphia Investment Partners LLC Investment ManagersFinance Philadelphia Investment Partners LLC (PIP) is an independent, SEC-registered investment advisor headquartered in Voorhees, New Jersey. The firm was founded by Peter C. Zeuli in 1999. PIP manages investment advisory accounts for individual and institutional clients. | Finance |
Fortiter Wealth Management LLC
Fortiter Wealth Management LLC Investment ManagersFinance Fortiter Wealth Management LLC (Fortiter Wealth) is an independent, SEC-registered investment advisory and wealth management firm headquartered in Houston, Texas. The firm was founded by Vincent Elliott in 2014. Fortiter Wealth offers a variety of advisory services to individual and institutional clients. | Finance |