Stephen Paul Lack
Directeur Général chez Galapagos Wealth Management LLC
Profil
Mr. Stephen P.
Lack is a Partner & Chief Investment Officer at Galapagos Wealth Management LLC.
Since 2006, he has also been Chief Investment Officer of Ned S.
Holmes Investments, Inc., and President since 2001.
Additionally, he has been managing the Lack family office since 1988 as Owner and President of Lack Holdings—a firm established in 1932.
Mr. Lack started his career as an Investment Banker with Merrill Lynch & Co. in New York.
He earned a Bachelor of Arts in Classics with Honors from Brown University, a Master of Business Administration from Harvard Business School, and a Master of Public Health from the Environmental Sciences Division of the School of Public Health at Columbia University.
Postes actifs de Stephen Paul Lack
Sociétés | Poste | Début |
---|---|---|
Galapagos Wealth Management LLC
Galapagos Wealth Management LLC Investment ManagersFinance Galapagos Wealth Management LLC (Galapagos Wealth) is a multi-family office and registered investment advisor headquartered in Houston, Texas. The firm was founded by Stephen P. Lack in 2006 as Galapagos Partners LP. They became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of Canada-based CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Galapagos Wealth provides comprehensive financial management services to a small number of wealthy families and private clients. | Directeur Général | 01/03/2006 |
Anciens postes connus de Stephen Paul Lack
Sociétés | Poste | Fin |
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Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Stephen Paul Lack
Brown University | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
The Trustees of Columbia University in The City of New York | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 2 |
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Galapagos Wealth Management LLC
Galapagos Wealth Management LLC Investment ManagersFinance Galapagos Wealth Management LLC (Galapagos Wealth) is a multi-family office and registered investment advisor headquartered in Houston, Texas. The firm was founded by Stephen P. Lack in 2006 as Galapagos Partners LP. They became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of Canada-based CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Galapagos Wealth provides comprehensive financial management services to a small number of wealthy families and private clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |