Profil
Mr. Andrew R.
Ramsey is a Founding Partner at Lumature Wealth Partners LLC.
He serves high-net-worth clients throughout the United States, helping them meet their comprehensive financial advisory needs.
His areas of expertise include preparing clients for the financial independence they desire, retirement income creation, investment allocation, insurance analysis and philanthropic giving.
Mr. Ramsey was a vice president for Goldman Sachs, a managing director for United Capital Financial Advisers and previously affiliated with Professional Planning Associates.
He is a graduate of the University of Mary Washington and he holds a graduate degree from Georgia State University.
Postes actifs de Ross Ramsey
| Sociétés | Poste | Début |
|---|---|---|
Lumature Wealth Partners LLC
 Lumature Wealth Partners LLC Investment ManagersFinance Lumature Wealth Partners LLC (LWP) is an independent wealth management firm headquartered in Alpharetta, Georgia. The firm was founded by A. Ross Ramsey and R. Corley Watson III. LWP offers investment advisory services and holistic financial planning to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and profit-sharing plans. | Fondateur | 01/06/2020 |
Anciens postes connus de Ross Ramsey
| Sociétés | Poste | Fin |
|---|---|---|
United Capital Financial Advisers LLC
 United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Corporate Officer/Principal | 01/06/2020 |
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Corporate Officer/Principal | - |
Formation de Ross Ramsey
| Georgia State University | Graduate Degree |
| University of Mary Washington | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
United Capital Financial Advisers LLC
United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Lumature Wealth Partners LLC
Lumature Wealth Partners LLC Investment ManagersFinance Lumature Wealth Partners LLC (LWP) is an independent wealth management firm headquartered in Alpharetta, Georgia. The firm was founded by A. Ross Ramsey and R. Corley Watson III. LWP offers investment advisory services and holistic financial planning to individuals, trusts, estates, charitable organizations, corporations and other business entities, and pension and profit-sharing plans. | Finance |
