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Profil
Ms. Laura A. Mineo is a Senior Registered Client Service Associate at McDonald Partners LLC.
She has more than 30 years of experience in the financial services industry, spanning a wide variety of responsibilities.
She ensures all of her clients receive the ultimate care and counsel from her and her team.
Prior to joining McDonald Partners, Ms. Mineo worked as an Investment Associate with McDonald Investments and Wells Fargo Advisors.
Here, she was responsible for branch compliance and operations, and was also the primary contact for several outside money management firms with more than $40 million in assets.
Before these roles, she was a Junior Partner with Joseph Stanzi.
She is Series 7 licensed.
Aktive Positionen von Lori Mineo
| Unternehmen | Position | Beginn |
|---|---|---|
McDonald Partners LLC
 McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Analyst-Equity | 01.07.2009 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
17
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
McDonald Partners LLC
McDonald Partners LLC Investment ManagersFinance McDonald Partners utilizes open architecture to create investment strategies to meet the diverse needs of their clients. In addition to the basic investment classes of cash, equity and fixed income, the firm offers private equity and private real estate programs, when appropriate. They also have access to third party investment managers when additional expertise is needed. Their security analysis methods include charting, fundamental analysis, technical analysis and cyclical analysis. | Finance |
