Marianne Theresa Rullo
Mitglied des Investmentausschusses bei Financial Architects, Inc.
Profil
Ms. Marianne T.
Rullo is a Portfolio Manager at Financial Architects, Inc. She is also a Investment Committee Member at Meyer Capital Group who has been working in the financial services industry for over 25 years.
She is a specialist in reviewing portfolios and is passionate about communicating with her clients to help them feel financially secure.
Before joining our firm, she worked in several positions at Lehman Brothers and was a compliance auditor for the U.S.
General Accounting Office.
Her credentials include her a Masters in Business Administration from the University of Notre Dame, a Bachelor of Science in Finance from St. Joseph’s University, a Series 65 FINRA license and her Accredited Investment Fiduciary designation from Fiduciary 360, an organization which promotes a culture of fiduciary responsibility and improves the decision-making processes of investment fiduciaries.
Aktive Positionen von Marianne Theresa Rullo
Unternehmen | Position | Beginn |
---|---|---|
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Mitglied des Investmentausschusses | 01.01.2004 |
Ehemalige bekannte Positionen von Marianne Theresa Rullo
Unternehmen | Position | Ende |
---|---|---|
Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Corporate Officer/Principal | - |
Ausbildung von Marianne Theresa Rullo
University of Notre Dame | Masters Business Admin |
St. Joseph's University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Lehman Brothers Asset Management LLC
Lehman Brothers Asset Management LLC Investment Banks/BrokersFinance Formerly known as Lincoln Capital Fixed Income Management Co. LLC, Lehman Brothers Asset Management LLC (LBAM) is a wholly owned subsidiary of Lehman Brothers Holdings, Inc. (NYSE:LEH) | Finance |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | Finance |