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Ann Caruso
Career history of Ann Caruso
Former positions of Ann Caruso
Companies | Position | Start | End |
---|---|---|---|
RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Analyst-Equity | 2009-03-26 | 2009-12-30 |
Alex Brown, Inc.
![]() Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Corporate Officer/Principal | - | - |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - | - |
Morgan Guaranty Trust Company of New York | Corporate Officer/Principal | - | - |
Training of Ann Caruso
Rutgers State University of New Jersey | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
RegentAtlantic Capital LLC
![]() RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients. | Finance |
Morgan Guaranty Trust Company of New York | Finance |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Alex Brown, Inc.
![]() Alex Brown, Inc. Investment Banks/BrokersFinance Part of Raymond James Financial, Inc., Alex Brown, Inc. is a diversified financial services company based in Baltimore, MD. The company offers financial planning, wealth management, investment banking, asset management, and capital markets services. | Finance |
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