David John Yucius
Algemeen Directeur bij Aurora Investment Counsel
Profiel
Mr. David J.
Yucius is a President at Aurora Investment Counsel.
He is a Chartered Financial Analyst who employs quantitative and fundamental analysis towards his investment recommendations and holds majority ownership.
His investment career began in 1990.
Prior to founding Aurora, he had been the exclusive portfolio manager and research analyst for Randy Seckman and Associates.
Before that, he managed an investment consulting business as Vice President for a regional brokerage firm in Atlanta.
Other experience includes working for Independence Investment Associates, a pension investment firm, as well as a major mutual fund complex in Boston, MA.
He served as an instructor of the CFA review course sponsored by the Society for 5 years and is also a member of the CFA Institute.
He received his undergraduate degree from Northeastern University.
He is an active member in the Atlanta Society of Financial Analysts.
Actieve functies van David John Yucius
| Bedrijven | Functie | Begin |
|---|---|---|
Aurora Investment Counsel
 Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Algemeen Directeur | 04-01-2001 |
Eerdere bekende functies van David John Yucius
| Bedrijven | Functie | Einde |
|---|---|---|
Atlanta Wealth Management, Inc.
 Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Corporate Officer/Principal | - |
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van David John Yucius
| Northeastern University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
Aurora Investment Counsel
Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Finance |
Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Finance |
