Historique de carrière de Lucas Doe
Anciens postes connus de Lucas Doe
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Heron Financial Group LLC
 Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01/01/2011 | - |
| Directeur de la Recherche - Actions | 01/01/2011 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/2011 | - |
Formation de Lucas Doe
| University of Virginia Darden School of Business | Masters Business Admin |
| University of Virginia | Graduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Heron Financial Group LLC
Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
