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James C. Lu
Geen lopende functies
Profiel
Mr. James C.
Lu is a Director at Wells Fargo Family Wealth.
Mr. Lu holds the designation of Chartered Financial Analyst and is a member of the Association of Investment Management and Research.
He holds a Bachelor of Science degree from Kansas State University and a Masters Degree in Business Administration from the University of Missouri in Kansas City.
Eerdere bekende functies van James C. Lu
Bedrijven | Functie | Einde |
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Wells Fargo Family Wealth
![]() Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Portefeuillebeheerder-Aandelen | 07-08-2013 |
Opleiding van James C. Lu
Kansas State University | Undergraduate Degree |
University of Missouri | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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Wells Fargo Family Wealth
![]() Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |