Profiel
Mr. David T.
Albaneze, CFA, is a Wealth Advisory National Leader at BDO Wealth Advisors LLC.
Prior to joining BDO, he was the Managing Member and Chief Investment Officer (CIO) for LBA Wealth Management, LLC.
He also served as President and CIO of St. Johns Investment Management Inc., a Registered Investment Adviser (RIA) and a wholly-owned subsidiary of Compass/BBVA.
He received his undergraduate degree from the University of Massachusetts.
He earned the Chartered Financial Analyst® (CFA) designation in 1996.
Eerdere bekende functies van Dave Albaneze
| Bedrijven | Functie | Einde |
|---|---|---|
BDO Wealth Advisors LLC
 BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | President | 01-05-2022 |
LBA Wealth Management LLC
 LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Oprichter | 01-04-2017 |
St. Johns Investment Management Co.
 St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | President | 16-08-2008 |
| US Air Force | Corporate Officer/Principal | 31-12-1972 |
Commonwealth Capital Management LLC
 Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Corporate Officer/Principal | - |
Opleiding van Dave Albaneze
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
St. Johns Investment Management Co.
St. Johns Investment Management Co. Investment ManagersFinance Founded in 1984, St. Johns Investment Management Co. is a registered investment advisor located in Jacksonville, Florida. The firm is a subsidiary of Compass Bancshares, Inc. (NASDAQ: CBSS). St. Johns provides comprehensive wealth management services and stewardship of financial resources for high net-worth individuals, families, non-profit organizations, trusts, 401k plans, retirement and pension plans, endowments, corporations and foundations throughout the US. | Finance |
Commonwealth Capital Management LLC
Commonwealth Capital Management LLC Investment ManagersFinance Commonwealth Capital Management LLC is a registered investment advisor located in Richmond, Virginia. | Finance |
| US Air Force | Government |
LBA Wealth Management LLC
LBA Wealth Management LLC Investment ManagersFinance LBA Wealth Management LLC provides investment advice. The company is based in Jacksonville, FL. The company was founded in 1999 by David Thomas Albaneze. | Finance |
BDO Wealth Advisors LLC
BDO Wealth Advisors LLC Investment ManagersFinance BDO Wealth Advisors LLC (BDOWA) is a SEC-registered investment adviser and wealth management firm headquartered in Jacksonville, Florida. The firm is a subsidiary of BDO USA LLP, which is ultimately held by BDO LLP. BDOWA provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; family offices; pension and profit-sharing plans; charitable organizations; and corporations or other businesses. | Finance |
