Wendy Allard Laidlaw
Directeur/Bestuurslid bij R. M. Davis, Inc.
Profiel
Ms. Wendy A.
Laidlaw is Vice President, Chief Financial Officer & Portfolio Manager at R.
M.
Davis, Inc. She joined the firm in December 1995.
She is involved in many aspects of the firm, from portfolio management to heading up the firm's Finance Department, from compliance assistance to human resource leadership.
She is a member of the Management Committee.
Ms. Laidlaw was employed as Operating Accountant by Pentagon Memorial Fund and a Member by Capitol Hill Associates LP.
She received her undergraduate degree from George Mason University and an MBA from Meredith College.
She is a Certified Financial Planner and an Investment Adviser Certified Compliance Professional Risk Management Specialist.
Actieve functies van Wendy Allard Laidlaw
| Bedrijven | Functie | Begin |
|---|---|---|
R. M. Davis, Inc.
 R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Wendy Allard Laidlaw
| Bedrijven | Functie | Einde |
|---|---|---|
Pentagon Memorial Fund, Inc.
 Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Comptroller/Controller/Auditor | 31-12-1985 |
| Capitol Hill Associates LP | Corporate Officer/Principal | 31-12-1982 |
Opleiding van Wendy Allard Laidlaw
| Meredith College | Masters Business Admin |
| George Mason University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
R. M. Davis, Inc.
R. M. Davis, Inc. Investment ManagersFinance R. M. Davis, Inc. (RMD) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Portland, Maine. The firm was founded by Robert M. Davis in 1978. RMD provides investment management and other wealth management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities, municipalities and other governmental entities. | Finance |
Pentagon Memorial Fund, Inc.
Pentagon Memorial Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Pentagon Memorial Fund, Inc. provides funds for the construction and permanent maintenance of the Pentagon Memorial and Pentagon Visitor Education Center. The company is headquartered in Gaithersburg, MD. | Miscellaneous |
| Capitol Hill Associates LP |
