Page Taylor Reece
Compliance Officer at Lowe, Brockenbrough & Co., Inc.
Profile
Ms. Page T.
Reece, CFA, is a Managing Director at Lowe, Brockenbrough & Co., Inc. She is responsible for implementing and monitoring the policies and procedures that support the strong compliance culture maintained by the Lowe, Brockenbrough & Co. In addition, she assists with budget, treasury and human resource functions, as well as institutional client service and firm-wide performance measurement.
She has over 39 years of investment experience.
Formerly, Mrs. Reece was Director of Client Services for Mentor Investment Group.
She holds a B.B.A.
in Accounting from the College of William and Mary and an M.B.A.
in Finance from the University of Richmond.
Page Taylor Reece active positions
Companies | Position | Start |
---|---|---|
Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Compliance Officer | 1997-06-30 |
Bespoke Private Strategies LP Vintage Year 2016
Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Director/Board Member | - |
Former positions of Page Taylor Reece
Companies | Position | End |
---|---|---|
Mentor Investment Advisors LLC | Corporate Officer/Principal | - |
Training of Page Taylor Reece
The College of William & Mary | Undergraduate Degree |
University of Richmond | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Lowe, Brockenbrough & Co., Inc.
Lowe, Brockenbrough & Co., Inc. Investment ManagersFinance Lowe, Brockenbrough & Co., Inc. (LB&C) is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Austin Brockenbrough III in 1970. LB&C provides customized and holistic investment management and advisory solutions to high-net worth individuals, trusts, retirement plans, foundations, endowments, investment companies and other legal entities such as pooled investment vehicles for which an affiliate serves as the general partner. | Finance |
Mentor Investment Advisors LLC | Finance |
Bespoke Private Strategies LP Vintage Year 2016
Bespoke Private Strategies LP Vintage Year 2016 Financial ConglomeratesFinance Bespoke Private Strategies LP Vintage Year 2016 engages in the provision of financial management services. The company was founded in 2014 and is headquartered in Richmond, VA. | Finance |
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