Profil
David P.
Lau is the founder of DPL Financial Partners LLC.
He worked as a Director at UBS O'Connor LLC, Vice President at Prudential Securities, Portfolio Manager at Van Buren Advisors LLC, and Senior Analyst at Achievement Asset Management LLC.
He received his undergraduate degree from the University of California, Irvine in 1989 and his MBA from Columbia Business School.
Postes actifs de David P. Lau
Sociétés | Poste | Début |
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DPL Financial Partners LLC
DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Fondateur | - |
Anciens postes connus de David P. Lau
Sociétés | Poste | Fin |
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Achievement Asset Management LLC
Achievement Asset Management LLC Investment ManagersFinance Achievement Asset Management LLC (AAM) is a hedge fund manager located in Chicago, Illinois. Originally formed in 2005 as Peak6 Advisors LLC, the firm spun out of Peak6 Investments LP in 2014. They are a subsidiary of Achievement Holdings LLC. AAM provides discretionary investment advice to the Achievement Funds and the Achievement Master Fund. Investors in the Achievement Funds include, but are not limited to, high net-worth individuals, other pooled investment vehicles, registered investment companies, pension and profit-sharing plans, trusts and other charitable organizations and other corporations or business entities. The firm also provides discretionary investment advice to certain sub-advised funds. | Analyst-Equity | - |
Van Buren Advisors LLC
Van Buren Advisors LLC Investment ManagersFinance Founded by Christopher Dardanes in 2005, Van Buren Advisors LLC is hedge fund manager located in Chicago, Illinois. | Gestionnaire de Portefeuille-Actions | 31/12/2010 |
Prudential Securities | Corporate Officer/Principal | 02/01/2001 |
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Analyst-Equity | - |
Formation de David P. Lau
University of California, Irvine | Undergraduate Degree |
Columbia Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 5 |
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UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor LLC is a registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2000 and is a subsidiary of UBS Asset Management (Americas) Inc., ultimately owned by UBS Group AG (SIX, NYSE: UBS) in Switzerland. UBS O'Connor primarily provides discretionary and non-discretionary investment advisory services to various types of pooled investment vehicles, (which may or may not be exempt from registration), pension or profit-sharing plans, and institutional separately managed accounts. | Finance |
Van Buren Advisors LLC
Van Buren Advisors LLC Investment ManagersFinance Founded by Christopher Dardanes in 2005, Van Buren Advisors LLC is hedge fund manager located in Chicago, Illinois. | Finance |
Prudential Securities | Finance |
Achievement Asset Management LLC
Achievement Asset Management LLC Investment ManagersFinance Achievement Asset Management LLC (AAM) is a hedge fund manager located in Chicago, Illinois. Originally formed in 2005 as Peak6 Advisors LLC, the firm spun out of Peak6 Investments LP in 2014. They are a subsidiary of Achievement Holdings LLC. AAM provides discretionary investment advice to the Achievement Funds and the Achievement Master Fund. Investors in the Achievement Funds include, but are not limited to, high net-worth individuals, other pooled investment vehicles, registered investment companies, pension and profit-sharing plans, trusts and other charitable organizations and other corporations or business entities. The firm also provides discretionary investment advice to certain sub-advised funds. | Finance |
DPL Financial Partners LLC
DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Finance |