David Lawrence Straus
Oprichter bij New Potomac Partners LLC
Profiel
Mr. David L.
Straus, CFA, is a Partner at New Potomac Partners LLC.
He has over 35 years of experience in the investment industry as a registered investment advisor representative.
Mr. Straus was previously senior portfolio manager at Johnston Lemon Asset Management as well as director of research at Johnston Lemon & Co. Incorporated.
Prior to that, he held the same two positions at American Investment Managers, Inc.
He graduated with a degree in Mathematics, magna cum laude, from Boston College.
He is a Chartered Financial Analyst and a member of the CFA Society of Washington, D.C.
Actieve functies van David Lawrence Straus
| Bedrijven | Functie | Begin |
|---|---|---|
New Potomac Partners LLC
 New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Oprichter | 01-12-2014 |
Eerdere bekende functies van David Lawrence Straus
| Bedrijven | Functie | Einde |
|---|---|---|
Johnston Lemon Asset Management, Inc.
 Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Chief Investment Officer | 01-12-2014 |
Withoutabox, Inc.
 Withoutabox, Inc. Movies/EntertainmentConsumer Services Withoutabox, Inc. operates as an online media company. It offers online tools that empower filmmakers and other content creators in the distribution and monetization of films. The company was founded by Fred Kramer, Joe Neulight and David Lawrence Straus in 2000 and is headquartered in Sherman Oaks, CA. | Algemeen Directeur | - |
American Asset Management Group, Inc.
 American Asset Management Group, Inc. Investment ManagersFinance Founded in 1984, American Asset Management Group, Inc. is a registered investment advisor located in Rockville, Maryland. The firm manages equity, fixed-income and balanced portfolios for individuals and institutions. | Directeur van Onderzoek - Eigen Vermogen | - |
Opleiding van David Lawrence Straus
| Boston College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
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Johnston Lemon Asset Management, Inc.
Johnston Lemon Asset Management, Inc. Investment ManagersFinance Founded in 1995, Johnston Lemon Asset Management, Inc. is a registered investment advisor located in Washington, DC. The firm is a wholly owned subsidiary of Johnston, Lemon & Co., Inc. They provide independent advisory services to institutional and private clients. | Finance |
American Asset Management Group, Inc.
American Asset Management Group, Inc. Investment ManagersFinance Founded in 1984, American Asset Management Group, Inc. is a registered investment advisor located in Rockville, Maryland. The firm manages equity, fixed-income and balanced portfolios for individuals and institutions. | Finance |
Withoutabox, Inc.
Withoutabox, Inc. Movies/EntertainmentConsumer Services Withoutabox, Inc. operates as an online media company. It offers online tools that empower filmmakers and other content creators in the distribution and monetization of films. The company was founded by Fred Kramer, Joe Neulight and David Lawrence Straus in 2000 and is headquartered in Sherman Oaks, CA. | Consumer Services |
New Potomac Partners LLC
New Potomac Partners LLC Investment ManagersFinance New Potomac Partners LLC is a financial services company based in North Bethesda, MD. The private company offers portfolio management, financial planning, and financial consultation services to their clients. The company prides itself on providing a high level of service to their clients, including access to portfolio managers, customized client reporting, and advanced technology capabilities. The company also has a client learning center to educate their clients on financial matters. The company emphasizes the importance of an educated client and offers information on retirement, investment, estate, insurance, tax, and lifestyle topics. The company was founded in 2014 by David Lawrence Straus. | Finance |
