Profile
Ms. Neha P.
Howery is a Principal at STUDIO Investment Management LLC.
She is a founder and Principal at STUDIO.
Ms. Howery was previously employed as a Research Analyst by Summit Wealth Management, Inc.
She received her B.S.
in Economics from the University of Michigan and became a Certified Financial Planner professional in 2010, and the Chartered Financial Analyst designation since 2016.
Neha Prabhu Howery active positions
| Companies | Position | Start |
|---|---|---|
STUDIO Investment Management LLC
STUDIO Investment Management LLC Investment ManagersFinance STUDIO uses fundamental analysis in its investment strategies. STUDIO may utillize passive or indexed strategies as well. Generally, the firm’s investment philosophy focuses on price sensitivity (i.e., value-minded investing) with a long-term mindset. | Founder | - |
Former positions of Neha Prabhu Howery
| Companies | Position | End |
|---|---|---|
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Analyst-Equity | - |
Training of Neha Prabhu Howery
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Summit Wealth Management, Inc.
Summit Wealth Management, Inc. Investment ManagersFinance Summit Wealth Management may offer investment advice on any investments held by a client at the start of the advisory relationship. Recommendations for new investments may include domestic and foreign debt and equity securities, United States municipal and government securities, pooled investment vehicles such as mutual funds and ETFs, REITs, direct participation programs such as limited partnerships, private placements, exchange traded options and cash management products. Summit may utilize a variety of investment strategies, based upon the needs of the client, including long-term purchases, short-term purchases and option writing. | Finance |
STUDIO Investment Management LLC
STUDIO Investment Management LLC Investment ManagersFinance STUDIO uses fundamental analysis in its investment strategies. STUDIO may utillize passive or indexed strategies as well. Generally, the firm’s investment philosophy focuses on price sensitivity (i.e., value-minded investing) with a long-term mindset. | Finance |
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