Storia della carriera di Dan Greenblatt
Precedenti posizioni note di Dan Greenblatt
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Lake Street Advisors Group LLC
 Lake Street Advisors Group LLC Investment ManagersFinance Lake Street Advisors Group LLC, dba Lake Street Advisors (LSA), is a boutique Multi-Family Office (MFO) wealth manager headquartered in Portsmouth, New Hampshire. The firm was founded in 2003 as Lake Street Advisors LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). LSA offers discretionary and non-discretionary investment management services to high net-worth individuals, high-wealth families, trusts, estates, family partnerships (LLCs), charitable organizations, foundations, and ERISA plans. | Analyst-Equity | 04/05/2015 | 01/08/2021 |
Formazione di Dan Greenblatt
| Bentley University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Analyst-Equity | 1 |
| Undergraduate Degree | 1 |
Settori
| Consumer Services | 2 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Lake Street Advisors Group LLC
Lake Street Advisors Group LLC Investment ManagersFinance Lake Street Advisors Group LLC, dba Lake Street Advisors (LSA), is a boutique Multi-Family Office (MFO) wealth manager headquartered in Portsmouth, New Hampshire. The firm was founded in 2003 as Lake Street Advisors LLC. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). LSA offers discretionary and non-discretionary investment management services to high net-worth individuals, high-wealth families, trusts, estates, family partnerships (LLCs), charitable organizations, foundations, and ERISA plans. | Finance |
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