Profil
Ms. Susan Cox is a Principal at Sheets Smith Wealth Management.
She joined Sheets Smith Wealth Management in 2006.
Ms. Cox received her BS in Biology from Guilford College.
Anciens postes connus de Susan Cox
| Sociétés | Poste | Fin |
|---|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance SSWM seeks to design portfolios that match realistic return expectations with each client’s investment risk tolerance. They typically create a portfolio that has an allocation of equities, fixed income and cash reserves. The more sophisticated investor’s portfolio may include real estate, alternative investments and foreign securities. The firm’s equity investment goal is to buy stock in good companies that are growing at an appreciable rate, but whose stock is trading at reasonable or perceived undervalued prices. Their approach to fixed-income investments is to spread such investments across maturities to provide clients with a range of maturity dates. | Corporate Officer/Principal | 19/01/2012 |
Formation de Susan Cox
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance SSWM seeks to design portfolios that match realistic return expectations with each client’s investment risk tolerance. They typically create a portfolio that has an allocation of equities, fixed income and cash reserves. The more sophisticated investor’s portfolio may include real estate, alternative investments and foreign securities. The firm’s equity investment goal is to buy stock in good companies that are growing at an appreciable rate, but whose stock is trading at reasonable or perceived undervalued prices. Their approach to fixed-income investments is to spread such investments across maturities to provide clients with a range of maturity dates. | Finance |
Guilford College
Guilford College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















