Profil
Mr. Joel F.
Conn is Founder, President & Chief Investment Officer at Lakeshore Capital LLC.
Prior to founding Lakeshore in 2004, Mr. Conn was a Managing Director and member of the board of directors of Montgomery Investment Management, Inc. located from 1998 to 2004.
He also served as an Account Executive at Koonce Securities, an affiliated broker dealer of Montgomery from 1998 to 2004.
Prior to his joining Montgomery in 1998, Mr. Conn was also employed at D.E.
Frey & Company.
He received his B.S.
degree in Finance from Miami University in 1993.
Anciens postes connus de Joel Franklin Conn
| Sociétés | Poste | Fin |
|---|---|---|
Montgomery Investment Management, Inc.
 Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Gestionnaire de Portefeuille-Actions | 31/12/2003 |
Koonce Securities LLC
 Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Corporate Officer/Principal | 31/12/2003 |
Lakeshore Capital LLC
 Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Fondateur | - |
Formation de Joel Franklin Conn
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Finance |
Lakeshore Capital LLC
Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Finance |
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Finance |