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Profil
Ms. Melissa L.
Leonard is an Analyst at Evermay Wealth Management LLC.
Prior to joining Evermay Wealth Management in May 2012, Ms. Leonard was employed by Virginia Tech Dining Services.
Ms. Leonard received her BS in Applied Economic Management from Virginia Polytechnic Institute & State University.
Anciens postes connus de Melissa L. Leonard
| Sociétés | Poste | Fin |
|---|---|---|
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Analyst-Equity | - |
Formation de Melissa L. Leonard
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay invests client’s portfolio according to that client’s investment objectives. The firm employs both top-down and bottom-up techniques in constructing client portfolios. They select equities based on their long-term total return potential and ability to pass their fundamental and technical analyses. Evermay selects fixed income investments based on their investment grade, liquidity, duration and yield to maturity. They primarily choose investment-grade securities issued by financially sound corporations, and by the US government or its agencies. | Finance |
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