Claire Soja Email & Phone Number
Senior Vice President, Investments and Investment Advisor @ Capitol Securities Management Inc.
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Claire Soja Location
- Littleton, MA, US
Claire Soja Work
- 2022 -now Senior Vice President, Investments and Investment Advisor @
- 2014 -2021 Senior Vice President Portfolio Manager @ Winslow, Evans & Crocker, Inc.
- 2010 -2014 Member of the Board of Directors @
- 2005 -2014 Managing Director and Portfolio Manager @
- 1974 -2005 Vice President and Senior Portfolio Manager @ Brown Brothers Harriman & Co
Claire Soja Education
- Boston University
BA (College of Liberal Arts)
Claire Soja Skills
- Asset Allocation
- High net worth private client investment management services
- Customized portfolio strategies and construction
- Highly personalized service
- Technical based approach supported by fundamental research
- Investment Advisory
- Investments
Claire Soja Summary
- Claire Soja, based in Littleton, MA, US, is currently a Senior Vice President, Investments and Investment Advisor at Capitol Securities Management Inc.. Claire Soja brings experience from previous roles at Winslow, Evans & Crocker, Inc., Detwiler Fenton Investment Management LLC and Brown Brothers Harriman & Co. Claire Soja holds a BA in College of Liberal Arts @ Boston University. With a robust skill set that includes Asset Allocation, High net worth private client investment management services, Customized portfolio strategies and construction, Highly personalized service, Technical based approach supported by fundamental research and more. Claire Soja has 3 emails and 1 mobile phone numbers on RocketReach.
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