![Lee DeLorenzo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lee DeLorenzo
Oprichter bij
United Asset Strategies, Inc.
Profiel
Lee DeLorenzo had held the title of President at United Asset Strategies, Inc. from 1992 to 2022.
Ms. DeLorenzo is the founder of United Asset Strategies, Inc. in 1992.
Ms. DeLorenzo is also the founder of United Wealth Planning LLC.
Actieve functies van Lee DeLorenzo
| Bedrijven | Functie | Begin |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Oprichter | 01-03-1992 |
United Wealth Planning LLC
 United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services | Oprichter | - |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
9
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
United Wealth Planning LLC
United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services | Commercial Services |
