PORTFOLIO MANAGEMENT
Dorothy Moravec, CMFC®, APMA®
Portfolio Manager
With over 20 years in the Financial Services Industry, Dorothy has been with Triangle since its founding in October 2000. As a member of the Portfolio Management team, her keen attention to detail is invaluable to the Firm. Dorothy is responsible for trade order entry, reconciliation, and monitoring best execution to ensure compliance with numerous industry regulatory requirements. Dorothy is also responsible for managing client investment portfolios and monitoring client cash needs. Dorothy assists in bond trading and helping clients reach their target fixed-income allocations.
In Her Own Words:
“Many of my responsibilities, if handled properly, go unnoticed yet are a vital part of our day-to-day operations. I strive to keep things running smoothly knowing that what happens behind the scenes affects how the rest of the team members perform their responsibilities.”
Past Experience:
Wire Operator, Cashier, Wheat First Butcher Singer
Teller, Commercial Depositor, First Union Bank
Credentials/Certifications:
Chartered Mutual Fund Counselor℠
Accredited Portfolio Management Advisor℠