Maryelizabeth Conlon-Kesse
Portfolio Manager-Aktien bei Reynders, McVeigh Capital Management LLC
Profil
Ms. Maryelizabeth Conlon-Kesse is an Assistant Portfolio Manager at Reynders, McVeigh Capital Management LLC.
She has over 35 years of experience in the financial services industry.
Ms. Conlon-Kesse served as Head Trader for six years at Penobscot Investment Management Company.
Prior to Penobscot, she spent over 15 years at UBS Financial Services as an associate for advisors.
Her duties included customer service, operations, and portfolio monitoring and analysis.
She has a Bachelor of Business Administration degree, with a concentration in Marketing, from St. Bonaventure University.
She currently holds the Series 66 license under FINRA and previously held both the Series 7 and 63 licenses in addition to Life, Accident and Health licensing.
Aktive Positionen von Maryelizabeth Conlon-Kesse
| Unternehmen | Position | Beginn |
|---|---|---|
Reynders, McVeigh Capital Management LLC
 Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Portfolio Manager-Aktien | 01.02.2016 |
Ehemalige bekannte Positionen von Maryelizabeth Conlon-Kesse
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Penobscot Investment Management Co., Inc.
 Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Corporate Officer/Principal | - |
Ausbildung von Maryelizabeth Conlon-Kesse
| St. Bonaventure 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 | 3 |
|---|---|
Reynders, McVeigh Capital Management LLC
Reynders, McVeigh Capital Management LLC Investment ManagersFinance Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company. | Finance |
Penobscot Investment Management Co., Inc.
Penobscot Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Penobscot Investment Management Co., Inc. is a registered investment advisor located in Boston, Massachusetts. The firm provides investment management services to individuals, families, trusts, retirement plans and nonprofit organizations. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
