About Mary A. Rinehart of FIRST PERSONAL
Mary A. Rinehart is Owner/Chief Executive Officer at First Personal Financial Services and has been affiliated with First Personal Financial Services since June-1993.
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 Mary A. Rinehart at FIRST PERSONAL
Name | Title | In Position Since |
---|
Daniele M. Donahoe | President And Chief Investment Officer | January-2014 |
Sandra B. Carlson | Chief Compliance Officer | May-2013 |
Fundamental & Technical Factor Exposure
Mary A. Rinehart Office Address
521 E. MOREHEAD ST
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
Mary A. Rinehart 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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