![Lee DeLorenzo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lee DeLorenzo
Fondateur chez
United Asset Strategies, Inc.
Profil
Lee DeLorenzo had held the title of President at United Asset Strategies, Inc. from 1992 to 2022.
Ms. DeLorenzo is the founder of United Asset Strategies, Inc. in 1992.
Ms. DeLorenzo is also the founder of United Wealth Planning LLC.
Postes actifs de Lee DeLorenzo
| Sociétés | Poste | Début |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Fondateur | 01/03/1992 |
United Wealth Planning LLC
 United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services | Fondateur | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
United Wealth Planning LLC
United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services Provides financial and estate planning services | Commercial Services |
