Brian Lomax

Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC

Consumer Services

Finance

Actieve functies van Brian Lomax

Bedrijven	Functie	Begin	Einde
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Portefeuillebeheerder-Aandelen	01-11-2020	-

Queen's University

Undergraduate Degree

Internationaal

Canada	2
Verenigde Staten	2

Operationeel

Undergraduate Degree	1
Portfolio Manager-Equities	1

Sectoraal

Consumer Services	2
Finance	2

Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Bedrijven in privébezit	1
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance

Bedrijven in privébezit

Finance