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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 291MM in positions, which represents 89% 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


Top 25%
StockAlpha 3 yr performance attributed to stock picking: +1.7%/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

FIRST PERSONAL Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CIU 2.75438% ETF 0.52% 3.1% -0.01% 0 2%
NOBL 2.45642% ETF -3.13% 3.1% -0.15% 0 1%
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Daniele M. Donahoe Office Address

CHARLOTTE, North Carolina
UNITED STATES, 28202-2619

Daniele M. Donahoe Contact Information

Phone Number: 704-374-0646
Fax Number: 704-377-0746



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