Robert James Morella
Compliance Officer bei Apex Capital Management LLC
Profil
Mr. Robert J.
Morella, CPA, is an Investment Adviser & Managing Partner at Apex Capital Management LLC.
He is a Certified Public Accountant and serves as a partner in the accounting firm of Arsement, Redd & Morella, LLC.
He is a 1980 Graduate from the University of Southwestern Louisiana with a Bachelor of Science degree in Business Administration with a major in Accounting.
He is licensed as a personal financial specialist (PFS) through the American Institute of Certified Public Accountants and is Series 66 registered.
He is a member of the tax and personal financial planning division of the American Institute of Certified Public Accountants.
He is also a member of the National Association of Personal Financial Advisors.
Aktive Positionen von Robert James Morella
Unternehmen | Position | Beginn |
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Apex Capital Management LLC
Apex Capital Management LLC Investment ManagersFinance Apex Capital Management LLC (Apex) is an independent, SEC-registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded by Andrew Beer in 1987. Apex provides fee-only financial planning services and investment advice to individual and institutional clients. | Compliance Officer | 01.10.1999 |
Ausbildung von Robert James Morella
University of Louisiana at Lafayette | 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 | 1 |
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Apex Capital Management LLC
Apex Capital Management LLC Investment ManagersFinance Apex Capital Management LLC (Apex) is an independent, SEC-registered investment advisor headquartered in Lafayette, Louisiana. The firm was founded by Andrew Beer in 1987. Apex provides fee-only financial planning services and investment advice to individual and institutional clients. | Finance |