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Lawrence Evan May
Directeur Général chez
Strategic Advisors LLC (New York)
Profil
Mr. Lawrence E.
May is a Founder, Managing Member & Chief Compliance Officer at Strategic Advisors LLC (New York).
He has 45 years of financial services experience.
Working with high net worth individuals, families, foundations and corporations to provide access and transparency to the companies' investment management platforms, Mr. May provides advice on a wide range of services including cash and income management, estate planning, insurance, retirement planning, 401Ks, IRAs, solutions for business', trusts and college planning.
He received his undergraduate degree from The Ohio State University.
Postes actifs de Lawrence Evan May
| Sociétés | Poste | Début |
|---|---|---|
Strategic Advisors LLC (New York)
 Strategic Advisors LLC (New York) Investment ManagersFinance SWMG takes a long-term approach to investing and uses their own extensive knowledge and experience to implement their time-tested proprietary investment strategy. The firm developed their Select family of tax efficient portfolio models to provide clients the level of security they seek in the growth and preservation of their wealth. The portfolios typically invest in stocks, bonds, active and indexed ETF's holding either and focused on market characteristics across global spectrums. The overall allocation is then digitally analyzed, allocated, actively managed and monitored. | Directeur Général | 01/01/1999 |
Formation de Lawrence Evan May
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Advisors LLC (New York)
Strategic Advisors LLC (New York) Investment ManagersFinance SWMG takes a long-term approach to investing and uses their own extensive knowledge and experience to implement their time-tested proprietary investment strategy. The firm developed their Select family of tax efficient portfolio models to provide clients the level of security they seek in the growth and preservation of their wealth. The portfolios typically invest in stocks, bonds, active and indexed ETF's holding either and focused on market characteristics across global spectrums. The overall allocation is then digitally analyzed, allocated, actively managed and monitored. | Finance |
