Exklusiver Live-Stream direkt von der World of Trading - 2 Tage mit einzigartigen Themen und Experten. Kostenlos teilnehmen + Videos erhalten. -w-
13.08.2022 20:08:00

Capitol Securities Welcomes Claire E. Soja to our firm

BOSTON, Aug. 13, 2022 /PRNewswire/ -- Capitol Securities Management, Inc. is pleased to welcome Claire Soja to our firm. Claire began her investment career in 1972 as a Registered Representative at Kidder, Peabody & Co. Claire had a thirty-one-year career at Brown Brothers Harriman & Co. (1974-2005) where she served as Vice President and Senior Portfolio Manager. During those years she also acted in the capacity of trader, compliance officer, and marketer of the firms' institutional research and custody products.

Client and Advisor Centric (PRNewsfoto/Capitol Securities Management)

Capitol Securities Welcomes Claire E. Soja to our firm

Claire then served for nine years as Managing Director of the Private Client Group at Detwiler Fenton Investment Management LLC in Boston and was named to the Board of Directors in 2010. From 2014 until it was sold Claire was with Winslow, Evans, and Crocker.

Ms. Soja's investment advisory service is highly personalized, and each portfolio is specifically tailored to the clients' individual investment objectives. She is very proactive in monitoring daily movements in the equity markets and individual holdings in particular. Portfolios are structured using asset allocation and diversification among the top performing economic sectors in an effort to produce above average returns.

Claire holds the Series 63,65,66,5,9,10 and 15 exams.

Claire is located at 1 Hollis St, Suite 350, Wellesley, MA 02482. Her contact information is csoja@capitolsecurities.com. Office: (617) 898-0196 Cell: (617) 710-2333

Claire will be working with Cathy King, cking@capitolsecurities.com.

About Capitol Securities Management, Inc.
Capitol Securities Management, Inc. is a Mid-Atlantic based, regional brokerage and investment advisory firm with locations from New England to Florida and has been serving the needs of its clients and advisors since 1985. Capitol Securities has a clearing relationship for its clients' accounts, products, services, and technology with Raymond James. It is a member of FINRA and SIPC. For more information on Capitol Securities and its holistic, client centered, platform and services. www.capitolsecurities.com or call Brad Kimball, National Business Development Director at (857) 343-2316. bkimball@capitolsecurities.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/capitol-securities-welcomes-claire-e-soja-to-our-firm-301605379.html

SOURCE Capitol Securities Management, Inc.

Eintrag hinzufügen
Hinweis: Sie möchten dieses Wertpapier günstig handeln? Sparen Sie sich unnötige Gebühren! Bei finanzen.net Brokerage handeln Sie Ihre Wertpapiere für nur 5 Euro Orderprovision* pro Trade? Hier informieren!
Es ist ein Fehler aufgetreten!