![Alex Potts](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>)
Alex Potts
Direttore/Membro del Consiglio presso
WEST COAST COMMUNITY BANCORP
Profilo
Alexander Bennett Potts is the founder of Loring Ward Securities, Inc. Mr. Potts is currently Director at West Coast Community Bank and Director at West Coast Community Bancorp, both starting in 2026.
Former positions include President & Chief Executive Officer at SA Funds – Investment Trust from 2004, President & Chief Executive Officer at Loring Ward International Ltd., Loring Ward Holdings, Inc., and LWI Financial, Inc., Chief Executive Officer at RNP Advisory Services, Inc., Trustee, EVP & General Manager at LWI Financial, Inc., and Chief Operating Officer & Executive Vice President at Loring Ward Financial, Inc. Education includes undergraduate studies at Santa Clara University.
Posizioni attive di Alex Potts
| Società | Posizione | Inizio |
|---|---|---|
| WEST COAST COMMUNITY BANCORP | Direttore/Membro del Consiglio | 12/02/2026 |
Santa Cruz County Bank
 Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank | Direttore/Membro del Consiglio | 12/02/2026 |
Precedenti posizioni note di Alex Potts
| Società | Posizione | Fine |
|---|---|---|
SA Funds – Investment Trust
 SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Presidente | 31/12/2004 |
Loring Ward Holdings, Inc.
 Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice | Amministratore Delegato | - |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Amministratore Delegato | - |
Loring Ward Financial, Inc. | Direttore operativo | - |
RNP Advisory Services, Inc.
 RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services | Presidente | - |
Formazione di Alex Potts
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
23
Relazioni di 1° grado
10
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 10 |
|---|---|
SA Funds – Investment Trust
SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Miscellaneous |
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. The company was founded by Alexander Bennett Potts. | Finance |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Provides investment advisory and asset management services | Finance |
Santa Cruz County Bank
Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank | Finance |
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Finance |
Loring Ward Financial, Inc. | |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services | Finance |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice | Finance |
West Coast Community Bancorp
 West Coast Community Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
