Page Taylor Reece
Compliance Officer chez Lowe, Brockenbrough & Co., Inc.
Profil
Ms. Page T.
Reece, CFA, is a Managing Director at Lowe, Brockenbrough & Co., Inc. She is responsible for implementing and monitoring the policies and procedures that support the strong compliance culture maintained by the Lowe, Brockenbrough & Co. In addition, she assists with budget, treasury and human resource functions, as well as institutional client service and firm-wide performance measurement.
She has over 39 years of investment experience.
Formerly, Mrs. Reece was Director of Client Services for Mentor Investment Group.
She holds a B.B.A.
in Accounting from the College of William and Mary and an M.B.A.
in Finance from the University of Richmond.
Postes actifs de Page Taylor Reece
| Sociétés | Poste | Début |
|---|---|---|
Lowe, Brockenbrough & Co., Inc.
 Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Compliance Officer | 01/07/1997 |
Bespoke Private Strategies LP Vintage Year 2016
 Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Page Taylor Reece
| Sociétés | Poste | Fin |
|---|---|---|
| Mentor Investment Advisors LLC | Corporate Officer/Principal | - |
Formation de Page Taylor Reece
| The College of William & Mary | Undergraduate Degree |
| University of Richmond | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Finance |
| Mentor Investment Advisors LLC | Finance |
Bespoke Private Strategies LP Vintage Year 2016
Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Finance |
