Alicia Hiler Broehl
Profile
Ms. Alicia H.
Broehl is a Director-Operations & Compliance at McGinn Investment Management, Inc. She joined McGinn Investment Management in 2002 as a portfolio administrator.
Ms. Broehl began her career in the investment industry in 2000 as a portfolio assistant with Carret Investment Counselors in New York.
This boutique money management firm in midtown Manhattan focuses on high net worth individuals and Taft-Hartley pension funds.
She assisted the President and CEO with the management of $140 million in assets along with supporting the companys board of directors.
She maintained Series 7 and 63 licenses while providing trading support to the broker-dealer, Carret Securities.
Ms. Broehl holds a B.B.A.
from James Madison University.
Former positions of Alicia Hiler Broehl
| Companies | Position | End |
|---|---|---|
| Carret Securities LLC | Corporate Officer/Principal | - |
Mcginn Penninger Investment Management, Inc.
 Mcginn Penninger Investment Management, Inc. Investment ManagersFinance McGinn Penninger Investment Management, Inc. (MPIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Alexandria, Virginia. The firm was founded by John Hurabiell in 1991 as McGinn Investment Management, Inc. The firm’s name was changed in 2023 to reflect the multigenerational composition of the team. MPIM provides investment management services for institutions, high-net-worth individuals, and a mutual fund (the Union Street Partners Value Fund). | Compliance Officer | - |
Training of Alicia Hiler Broehl
| James Madison University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Mcginn Penninger Investment Management, Inc.
Mcginn Penninger Investment Management, Inc. Investment ManagersFinance McGinn Penninger Investment Management, Inc. (MPIM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Alexandria, Virginia. The firm was founded by John Hurabiell in 1991 as McGinn Investment Management, Inc. The firm’s name was changed in 2023 to reflect the multigenerational composition of the team. MPIM provides investment management services for institutions, high-net-worth individuals, and a mutual fund (the Union Street Partners Value Fund). | Finance |
| Carret Securities LLC | Finance |
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