About Daniele M. Donahoe of FIRST PERSONAL
Daniele M. Donahoe is President And Chief Investment Officer at First Personal Financial Services and has been affiliated with First Personal Financial Services since January-2014.
First Personal Financial Services is an investment advisor that manages 329 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 411MM in positions, which represents 125% of the manager's regulatory AUM.
For more on First Personal Financial Services including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
First Personal Financial Services is an investment advisor that manages 329 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 411MM in positions, which represents 125% of the manager's regulatory AUM.
For more on First Personal Financial Services including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
FIRST PERSONAL StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.1%/yr
Co-workers of Daniele M. Donahoe at FIRST PERSONAL
Name | Title | In Position Since |
---|
Mary A. Rinehart | Owner/Chief Executive Officer | June-1993 |
Sandra B. Carlson | Chief Compliance Officer | May-2013 |
Fundamental & Technical Factor Exposure
Daniele M. Donahoe Office Address
521 E. MOREHEAD ST
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
Daniele M. Donahoe Contact Information
Phone Number: 704-374-0646
Fax Number: 704-377-0746
Website: https://www.rinehartassociates.com
Fax Number: 704-377-0746
Website: https://www.rinehartassociates.com
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