Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-05-07 |
Branch Locations
Two Commerce Square 2001 Market Street, Suite 4000, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooke & Bieler | Phila | PA | 08/2006 | Present |
EPISCOPAL COMMUNITY SERVICES(ECS), 225 SOUTH THIRD STREET, PHILA, PA 19106. ECS IS A 501(C)(3) NONPROFIT ORGANIZATION. ECS HELPS APPROXIMATELY 2,000 PEOPLE EACH YEAR THROUGH PROGRAMS THAT FOCUS ON SHELTER AND HOUSING, FOSTER/KINSHIP, HOME CARE FOR DISABLED SENIORS, LITERACY AND EDUCATION. I SERVE AS CHAIR OF THE INVESTMENT COMMITTEE. I ALSO SERVE AS A MEMBER OF THE FINANCE COMMITTEE, ASSISTANT TREASURER, AND 1 OF APPROXIMATELY 30 BOARD MEMBERS OF ECS. AS CHAIR OF THE INVESTMENT COMMITTEE I MONITOR AND OVERSEE AN INVESTMENT PORTFOLIO OF APPROXIMATELY $60M ALONGSIDE OTHER MEMBERS OF THE INVESTMENT COMMITTEE. DUTIES INCLUDE: ORGANIZING MEETINGS, COMMUNICATING WITH OUR INVESTMENT MANAGERS AND COMMITTEE MEMBERS, AND UPDATING FINANCIAL RESULTS OF THE INVESTMENT PORTFOLIO. I HAVE BEEN A MEMBER SINCE JULY 2013 and SPEND APPROXIMATELY 5 HOURS PER MONTH OF WHICH 3 HOURS WILL BE DURING NORMAL SECURITIES TRADING.
Reach out to this advisor