Profil
Mr. Mark A. Traver, CFA, is a Vice President at Neville, Rodie & Shaw, Inc. He joined the firm in 2000 and became a principal of the firm in 2007.
He serves as a portfolio manager and manages equity, fixed income and balanced accounts.
Mr. Traver is a graduate of Virginia Tech, receiving a B.S.
in Finance in 2000.
He earned the Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Society of New York.
Postes actifs de Mark Andrew Traver
| Sociétés | Poste | Début |
|---|---|---|
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Formation de Mark Andrew Traver
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















