Michele Marie Poirier
Founder at The Moorings Group LLC
Michele Marie Poirier active positions
| Companies | Position | Start | End |
|---|---|---|---|
The Moorings Group LLC
 The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Analyst-Fixed Income | 2002-12-31 | - |
| Chief Investment Officer | 2002-12-31 | - | |
| Founder | 2002-12-31 | - | |
| Portfolio Manager-Fixed Income | 2002-12-31 | - | |
| Head of Private Banking | 2002-12-31 | - | |
| Trading-Fixed Income | 2002-12-31 | - |
Career history of Michele Marie Poirier
Former positions of Michele Marie Poirier
| Companies | Position | Start | End |
|---|---|---|---|
| Banc of America Capital Management LLC | Corporate Officer/Principal | 1990-08-31 | - |
| The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | - | - |
Financial Service Group, Inc.
 Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Corporate Officer/Principal | - | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - | - |
Charlotte Capital LLC
 Charlotte Capital LLC Investment ManagersFinance Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004. | Corporate Officer/Principal | - | - |
Training of Michele Marie Poirier
| Georgia State University | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| Corporate Officer/Principal | 5 |
| Analyst-Fixed Income | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 6 |
| Miscellaneous | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
The Moorings Group LLC
The Moorings Group LLC Investment ManagersFinance The Moorings Group LLC is an independent SEC-registered wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Michele Poirier in 2003. The Moorings Group designs and manages custom portfolios for individual investors, corporations, foundations, endowments, governmental entities, and trusts. | Finance |
| Banc of America Capital Management LLC | Finance |
Charlotte Capital LLC
Charlotte Capital LLC Investment ManagersFinance Charlotte Capital LLC (CC) is an institutional-only money management firm specializing in small capitalization value investing. Based in Charlotte, North Carolina, CC has a national client base that includes Fortune 500 companies, Taft Hartley plans and foundations. Previously named Capital Technology, Inc., the firm was acquired by Sanders Morris Harris Group, Inc. in 2004. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Financial Service Group, Inc.
Financial Service Group, Inc. Investment ManagersFinance Financial Service Group, Inc. is a fee-only financial advisory firm located in Racine, WI. The private company's fiduciary financial and retirement planners serve clients in southeastern Wisconsin. The company's services include investment planning, retirement planning, tax planning, and more. Terri D'Alie, the Chief Operating Officer, has been with the company since its early years in Racine. | Finance |
| The Robinson-Humphrey Co. LLC | Finance |
