ELEY FINANCIAL MANAGEMENT, INC.

ELEY FINANCIAL MANAGEMENT, INC. of SOUTH BURLINGTON, VT is an SEC-registered investment adviser (CRD 105057). Regulatory assets under management: $409.6M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (12)

NameRoleLocation
Joseph Matthew DieboldPRESIDENT, PORTFOLIO MANAGER, INVESTMENT COMMITTEE MEMBER
Matthew Ames MalaneySECRETARY, PORTFOLIO MANAGER AND INVESTMENT COMMITTEE MEMBER
Andrew David MurphyCHIEF COMPLIANCE OFFICER
ELEY GARY WAYNECHIEF COMPLIANCE OFFICER, INV. COMM. MEMBER, DIRECTOR; PRESIDENT, CHIEF COMPLIANCE OFFICER, INV. COMM. MEMBER, DIRECTOR; PRESIDENT, INV. COMM. MEMBER, DIRECTOR
ELEY SIDNEY LOUISESECRETARY; SECRETARY, TREASURER, DIRECTOR; TREASURER, DIRECTOR
POCHOP RENE ANNVICE PRESIDENT; VICE PRESIDENT, PORTFOLIO MANAGER, INVESTMENT COMMITTEE MEMBER; VICE PRESIDENT, PORTFOLIO MANAGER, INVESTMENT COMMITTEE MEMBER; CHIEF COMPLIANCE OFFICER (01/2005)
DIEBOLD JOSEPH MATTHEWPRESIDENT, PORTFOLIO MANAGER, INVESTMENT COMMITTEE MEMBER; VICE PRESIDENT, PORTFOLIO MANAGER, INVESTMENT COMMITTEE MEMBER
ELEY SARAH KATHRYNDIRECTOR
HIMES SARAHCHIEF COMPLIANCE OFFICER
GARY ELEYPRESIDENT, INV. COMM. MEMBER, TREASURER, DIRECTOR
MALANEY MATTHEW AMESSECRETARY, PORTFOLIO MANAGER AND INVESTMENT COMMITTEE MEMBER; VICE PRESIDENT, PORTFOLIO MANAGER AND INVESTMENT COMMITTEE MEMBER
MURPHY DAVIDCHIEF COMPLIANCE OFFICER

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