Profiel
Mr. Lewis D.
Akers is a Managing Principal & Financial Advisor at Altavista Wealth Management, Inc. Within Altavista, he manages high net worth individuals and institutional relationships.
As Altavista’s President, he provides administration, budgeting and corporate governance for the entire firm.
He is a financial planning and investment management professional with over two decades of industry experience.
Mr. Akers spent eight years at the trust division of Wachovia Bank of North Carolina’s Trust Division, the last two as the manager of the firm’s trust marketing effort for the Winston-Salem market.
Mr. Akers received his Bachelor's degree from the University of Virginia and an MBA from Wake Forest University.
Eerdere bekende functies van Daniel Akers
| Bedrijven | Functie | Einde |
|---|---|---|
Altavista Wealth Management, Inc.
 Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Algemeen Directeur | 25-02-2022 |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - |
Opleiding van Daniel Akers
| University of Virginia | Undergraduate Degree |
| Wake Forest University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Altavista Wealth Management, Inc.
Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
