Profiel
Ms. Stacey Cole is a Managing Director & Senior Advisor at Fieldpoint Private Securities LLC.
Ms. Cole joined Fieldpoint Private in 2020
Ms. Cole was previously employed as a Senior Trust Officer & Senior VP by US Trust.
There, she served as a senior vice president and senior trust officer, providing fiduciary oversight of investment management and trusts, and advising on sophisticated financial strategies encompassing investments and risk management, and depository and lending solutions.
She received her undergraduate degree from the University of Florida.
Eerdere bekende functies van Stacey Cole
| Bedrijven | Functie | Einde |
|---|---|---|
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Portefeuillebeheerder-Aandelen | 01-04-2022 |
| US Trust | Portefeuillebeheerder-Aandelen | 01-01-2020 |
Opleiding van Stacey Cole
| University of Florida | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Finance |
| US Trust | Finance |