Profil
Mr. Terrance R.
Rebello, CFA, is a Portfolio Manager at Drexel Morgan Capital Advisers, Inc. He performs both qualitative and quantitative analysis, reviews asset allocations as they pertain to client mandates, evaluates outside managers, makes investment recommendations, and monitors the performance of client portfolios.
He serves on the firm’s Investment Committee.
Prior to joining the firm, he was employed at Morgan Stanley Investment Management for five years where his responsibilities included investment analysis, as well as performance analysis and reporting.
He earned his Bachelor of Business Administration degree in Finance from the University of Wisconsin at Madison.
He holds the Chartered Financial Analyst professional designation and also holds the Certificate in Investment Performance Measurement professional designation.
Ehemalige bekannte Positionen von Terrance R. Rebello
Unternehmen | Position | Ende |
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Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Analyst-Equity | 01.06.2021 |
Ausbildung von Terrance R. Rebello
University of Wisconsin | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
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Private Unternehmen | 1 |
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Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Finance |