Luke A. Dillon
Portfolio Manager-Fixed Income chez Apollon Wealth Management LLC
Profil
Luke A.
Dillon is currently working as a Director & Wealth Management Advisor at Apollon Wealth Management LLC since 2022.
Prior to this, he worked as the Chief Executive Officer at Westside Wealth Management of California LLC.
Postes actifs de Luke A. Dillon
| Sociétés | Poste | Début |
|---|---|---|
Apollon Wealth Management LLC
 Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Portfolio Manager-Fixed Income | 01/08/2022 |
Anciens postes connus de Luke A. Dillon
| Sociétés | Poste | Fin |
|---|---|---|
Westside Wealth Management of California LLC
 Westside Wealth Management of California LLC Investment ManagersFinance Part of Prestige WW, LLC, Westside Wealth Management of California LLC provides advisory services for high net worth individuals, multi-generational families, and corporate retirement plans. The company manages client assets and is based in Redondo Beach, CA. Westside Wealth Management of California was acquired by Apollon Wealth Management LLC on August 17, 2022. | Directeur Général | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Westside Wealth Management of California LLC
Westside Wealth Management of California LLC Investment ManagersFinance Part of Prestige WW, LLC, Westside Wealth Management of California LLC provides advisory services for high net worth individuals, multi-generational families, and corporate retirement plans. The company manages client assets and is based in Redondo Beach, CA. Westside Wealth Management of California was acquired by Apollon Wealth Management LLC on August 17, 2022. | Finance |
Apollon Wealth Management LLC
Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Finance |
