Profil
Lantz Kent Stringham worked as an Investment Analyst at American Express Financial Advisors, Inc. and RiverSource Investments LLC.
He then worked as a Partner & Portfolio Manager at Chinook Capital Management LLC from 2010 to 2014.
From 2014 to 2020, he worked as a Partner & Chief Investment Officer at CWM Retiring LLC.
In 2001, he worked as an Analyst at RedChip Independent.
Mr. Stringham received his undergraduate degree from the University of Utah in 1994.
Anciens postes connus de Lantz Kent Stringham
| Sociétés | Poste | Fin |
|---|---|---|
CWM Retiring LLC
 CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Directeur en chef des Investissements | 01/11/2020 |
Chinook Capital Management LLC
 Chinook Capital Management LLC Investment ManagersFinance Founded in 1997, Chinook Capital Management LLC is a registered investment advisor located in Lake Oswego, Oregon. The firm provides investment services to individuals, institutions and non-profit organizations. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
RedChip Independent
 RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Analyst-Equity | 11/12/2001 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Analyst-Equity | - |
Formation de Lantz Kent Stringham
| University of Utah | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Chinook Capital Management LLC
Chinook Capital Management LLC Investment ManagersFinance Founded in 1997, Chinook Capital Management LLC is a registered investment advisor located in Lake Oswego, Oregon. The firm provides investment services to individuals, institutions and non-profit organizations. | Finance |
RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
RedChip Independent
RedChip Independent Investment ManagersFinance RedChip Independent is an investment research firm located in Maitland, Florida. The firm is a division of RedChip Companies, Inc. and their ultimate parent is ProManage, Inc., an advanced software development process management and consulting firm located in Burlingame, Massachusetts. RedChip provides fundamental research on small-cap companies. They seek to identify undervalued and underfollowed small-cap companies that are profitable or near term profitable and have effective management teams, mass appeal, growing sales and improving margins. After considering these factors and looking at expectations implied by the stock's current price, RedChip issues a strong buy, buy, speculative buy, hold or sell rating. The rating combines the firm's projection of the stock's performance, their assessment of the company's financial strength, their confidence in the company's management team and their confidence in their forecast. | Finance |
| American Express Financial Advisors, Inc. | |
CWM Retiring LLC
CWM Retiring LLC Investment ManagersFinance CWM Retiring LLC is an independent investment advisor headquartered in Portland, Oregon. The firm was founded in 2011 as Confluence Wealth Management LLC. They provide investment management services to high net-worth individuals and families, private trusts, estates, endowments, foundations, charitable organizations and corporate employer-retirement plans. | Finance |
