About Sandra B. Carlson of FIRST PERSONAL
Sandra B. Carlson is Chief Compliance Officer at First Personal Financial Services and has been affiliated with First Personal Financial Services since May-2013.
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 Sandra B. Carlson at FIRST PERSONAL
| Name | Title | In Position Since |
|---|
| Mary A. Rinehart | Owner/Chief Executive Officer | June-1993 |
| Daniele M. Donahoe | President And Chief Investment Officer | January-2014 |
Fundamental & Technical Factor Exposure
|
Symmetric Rankings Have Been Featured In |
|
|
|
|
Sandra B. Carlson Office Address
521 E. MOREHEAD ST
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
SUITE 580
CHARLOTTE, North Carolina
UNITED STATES, 28202-2619
Sandra B. Carlson 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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here