Loopbaan van Lucas Doe
Eerdere bekende functies van Lucas Doe
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
Heron Financial Group LLC
 Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01-01-2011 | - |
| Directeur van Onderzoek - Eigen Vermogen | 01-01-2011 | - | |
| Portefeuillebeheerder-Aandelen | 01-01-2011 | - |
Opleiding van Lucas Doe
| University of Virginia Darden School of Business | Masters Business Admin |
| University of Virginia | Graduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Heron Financial Group LLC
Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
