Beth Larson
Portfolio Manager-Equities at Evermay Wealth Management LLC
Beth Larson active positions
Companies | Position | Start | End |
---|---|---|---|
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Portfolio Manager-Equities | - | - |
Career history of Beth Larson
Former positions of Beth Larson
Companies | Position | Start | End |
---|---|---|---|
First American Bank (Asset Management)
First American Bank (Asset Management) Investment ManagersFinance First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. | Corporate Officer/Principal | - | - |
Virginia National Bank (Charlottesville)
Virginia National Bank (Charlottesville) Major BanksFinance Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 1977-12-31 | - |
Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | Portfolio Manager-Equities | 1989-12-31 | 2009-09-29 |
Training of Beth Larson
Virginia Polytechnic Institute & State University | Undergraduate Degree |
American University | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | Finance |
First American Bank (Asset Management)
First American Bank (Asset Management) Investment ManagersFinance First American Bank is an asset management firm headquartered in Dundee, Illinois. The firm is a subsidiary of First American Bank Corp. They provide a full spectrum of investment management services and products for individuals, trusts, employer-sponsored retirement plans, charitable organizations and privately held businesses. | Finance |
Virginia National Bank (Charlottesville)
Virginia National Bank (Charlottesville) Major BanksFinance Virginia National Bank provides banking and financial services. The firm operates through two segments: The Commercial Bank and VNB Trust. The Commercial Bank segment involves making loans and generating deposits from individuals and businesses. The VNB Trust segment offers services, which include investment management, trust account administration and estate planning. It offers personal banking, business banking and treasury management services. The company was founded on July 29, 1998 and is headquartered in Charlottesville, VA. | Finance |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Finance |
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