Profil
Ms. Alia E.
Wagenhoffer is a Senior Analyst at Highline Wealth Management LLC.
Prior to joining Highline Wealth Management LLC in July 2012, Ms. Wagenhoffer was Financial Planning Assistant at Wright Planning, Vice President of Finance at Alpha Delta Pi Sorority.
She also worked at Glassman Wealth Services, Wells Fargo Advisors and US Geological Survey.
Ms. Wagenhoffer received her BS in Finance, summa cum laude, from Virginia Polytechnic Institute & State University.
She is also a Certified Financial Planner.
Ehemalige bekannte Positionen von Alia Elizabeth Wagenhoffer
| Unternehmen | Position | Ende |
|---|---|---|
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Analyst-Equity | 31.07.2015 |
Ausbildung von Alia Elizabeth Wagenhoffer
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
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Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |
