![Heather L. Locus](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Career history of Heather L. Locus
Former positions of Heather L. Locus
Companies | Position | Start | End |
---|---|---|---|
Balasa Dinverno Foltz LLC
![]() Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Portfolio Manager-Equities | 31/12/1997 | 31/05/2009 |
Statistics
International
United States | 2 |
Operational
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Balasa Dinverno Foltz LLC
![]() Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Finance |
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