Beth Poggi

Finance

Consumer Services

Profile

Mary Elizabeth Poggi worked as a Principal at C.E.
Unterberg, Towbin Holdings, Inc. and Smith Barney & Co., Inc. She also worked as the Head of Research at Alpha Omega Wealth Management LLC.
Poggi received her undergraduate degree from Cornell University and her MBA from Columbia Business School.

Former positions of Beth Poggi

Companies	Position	End
Alpha Omega Wealth Management LLC Alpha Omega Wealth Management LLC Investment ManagersFinance Alpha Omega Wealth Management LLC (Alpha Omega) is a SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded in 2009 by Craig Forbes, LeAnn G. Mitchell and William “Art” Washburn. The firm is a subsidiary of AO Wealth Holding Co. LLC. Alpha Omega provides discretionary and/or non-discretionary investment advisory services to individuals, business entities, trusts, estates, and charitable organizations.	Director of Research - Equity	2018-03-31
C.E. Unterberg, Towbin Holdings, Inc. C.E. Unterberg, Towbin Holdings, Inc. Investment ManagersFinance Part of Canaccord Genuity Group, Inc., C.E. Unterberg, Towbin Holdings, Inc. provides financial advisory services. The company is based in New York, NY.	Corporate Officer/Principal	-
Smith Barney & Co., Inc.	Corporate Officer/Principal	-

See the detail of Beth Poggi's experience

Training of Beth Poggi

Cornell University	Undergraduate Degree
Columbia Business School	Masters Business Admin

Experiences
Positions held

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Listed companies

Private companies