Dee Ann Remo

Direktor/Vorstandsmitglied bei CHESAPEAKE FINANCIAL SHARES, INC.

Finance

Commercial Services

Consumer Services

Profil

Ms. Delores A. Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.

Aktive Positionen von Dee Ann Remo

Unternehmen	Position	Beginn
CHESAPEAKE FINANCIAL SHARES, INC.	Direktor/Vorstandsmitglied	-
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Direktor/Vorstandsmitglied	16.02.2011
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Vorstandsvorsitzender	01.01.2005
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Direktor/Vorstandsmitglied	14.10.2011

Alle aktiven Positionen von Dee Ann Remo

Ehemalige bekannte Positionen von Dee Ann Remo

Unternehmen	Position	Ende
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-

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Unternehmensverbindungen

Private Unternehmen	6
Chesapeake Financial Shares, Inc. (Maryland) Chesapeake Financial Shares, Inc. (Maryland) Regional BanksFinance Operates as a bank holding company though its subsidiaries provides commercial banking services	Finance
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
West Virginia University West Virginia University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Community Foundation, Inc. The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Provides community development and grantmaking services	Miscellaneous
Visual Arts Center of Richmond Visual Arts Center of Richmond Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization for visual arts center	Commercial Services
Heritage Wealth Advisors LLC Heritage Wealth Advisors LLC Investment ManagersFinance Heritage utilizes mutual funds, ETFs, separately managed accounts, individual equities, and private investments to invest clients’ assets in its discretionary accounts. The firm first designs a personalized target asset allocation model based on a client’s time horizon, risk tolerance, and other client criteria and then selects specific investments for each asset class. They invest in individual equity securities following a research process designed to identify high quality businesses at reasonable valuations.	Finance