Profile
Ms. Holly D.
Deem, CFA, is Chief Executive Officer at WealthTrust LLC, a Member at Atlanta Society of Financial Analysts and a Member at CFA Institute.
Ms. Deem was previously employed as Chief Executive Officer by WealthTrust Arizona LLC, Chief Risk Officer by Amvescap Plc (Georgia), a Principal by Bank of America Corp., Chief Executive Officer by Invesco Capital Management, Inc., Chief Administrative Officer by Invesco Global Asset Management NA, Inc., and Chief Administrative & Risk Officer by Invesco Ltd.
She received her undergraduate degree from Western Illinois University.
Holly Day Deem active positions
| Companies | Position | Start |
|---|---|---|
WealthTrust LLC
WealthTrust LLC Investment ManagersFinance Operates as a holding company with interest in providing wealth management services | Chief Executive Officer | 02/01/2008 |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Atlanta Society of Financial Analysts | Corporate Officer/Principal | 31/03/2010 |
Former positions of Holly Day Deem
| Companies | Position | End |
|---|---|---|
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Chief Executive Officer | 01/01/2015 |
Invesco Capital Management, Inc. | Corporate Officer/Principal | - |
Invesco Global Asset Management NA, Inc. | Corporate Officer/Principal | - |
Amvescap Plc (Georgia)
Amvescap Plc (Georgia) Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Training of Holly Day Deem
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Amvescap Plc (Georgia)
Amvescap Plc (Georgia) Investment ManagersFinance Provides investment management services | Finance |
Invesco Global Asset Management NA, Inc. | Finance |
Invesco Ltd.
Invesco Ltd. Investment ManagersFinance Provides investment management services | Finance |
Western Illinois University
Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WealthTrust LLC
WealthTrust LLC Investment ManagersFinance Operates as a holding company with interest in providing wealth management services | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
WealthTrust Arizona LLC
WealthTrust Arizona LLC Investment ManagersFinance WealthTrust Arizona looks for low cost and high quality investments to build diversified portfolios that are customized to client’s goals and tolerance for risk. The firm uses both technology and real-world experience to help determine optimal investment allocations through their committee process. They adhere to principles in modern portfolio theory and advocate long-term investing. | Finance |
Atlanta Society of Financial Analysts | |
Invesco Capital Management, Inc. | Finance |
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