![Lisa Lynn Curcio](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Lisa L.
Curcio is a Relationship Manager at Sterling Investment Advisors Ltd.
She has been responsible for high net worth individual, corporate, foundation, charitable and trust accounts through sub-advisory and wrap sponsored channels for large cap growth equity, balanced and fixed income products.
She is responsible for the entire process of trading, rebalancing, monitoring, performance reports, client servicing and client account reviews and meetings, as well as new business presentations.
Ms. Curcio has over 20 years of experience in the financial services industry working with notable companies such as Rittenhouse Financial Services and Merrill Lynch.
Aktive Positionen von Lisa Lynn Curcio
Unternehmen | Position | Beginn |
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Sterling Investment Advisors Ltd.
![]() Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling Investment Advisors Ltd. (Sterling) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Tim Flatley and Sean Flatley in 2000. Sterling offers wealth management and advisory services to individual and corporate clients. | Trading-Equity | 01.06.2007 |
Erfahrungen
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Private Unternehmen
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Private Unternehmen | 1 |
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Sterling Investment Advisors Ltd.
![]() Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling Investment Advisors Ltd. (Sterling) is an independent, SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Tim Flatley and Sean Flatley in 2000. Sterling offers wealth management and advisory services to individual and corporate clients. | Finance |