Joan Gilchrist Email & Phone Number
Executive Director – Investments, Portfolio Manager, OMEGA Portfolio Management @ Oppenheimer & Co. Inc.
Joan Gilchrist's Location
Bonita Springs, FL, US
Joan Gilchrist's Education
- Northwestern University
Bachelor's degree (Liberal Arts and Sciences/Liberal Studies)
1975 - 1979
Joan Gilchrist's Skills
- Tax Efficient Strategies
- Risk Management Strategies
- Retirement Plan Consulting
- Multigenerational Wealth Transfer Strategies
- Wealth Management Services
Joan Gilchrist's Summary
Joan Gilchrist, based in Bonita Springs, FL, US, is currently a Executive Director – Investments, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co. Inc.. Joan Gilchrist holds a 1975 - 1979 Bachelor's degree in Liberal Arts and Sciences/Liberal Studies @ Northwestern University. With a robust skill set that includes Tax Efficient Strategies, Risk Management Strategies, Retirement Plan Consulting, Multigenerational Wealth Transfer Strategies, Wealth Management Services and more, Joan Gilchrist contributes valuable insights to the industry. Joan Gilchrist has 3 emails on RocketReach.
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