David John Yucius
Amministratore Delegato presso Aurora Investment Counsel
Posizioni attive di David John Yucius
Società | Posizione | Inizio | Fine |
---|---|---|---|
Aurora Investment Counsel
Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Amministratore Delegato | 04/01/2001 | - |
Responsabile della Conformità | 04/01/2001 | - | |
Fondatore | 04/01/2001 | - | |
Gestore di Portafoglio-Azioni | 04/01/2001 | - | |
Presidente | 04/01/2001 | - |
Storia della carriera di David John Yucius
Precedenti posizioni note di David John Yucius
Società | Posizione | Inizio | Fine |
---|---|---|---|
Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Corporate Officer/Principal | - | - |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Gestore di Portafoglio-Azioni | 08/12/2014 | - |
Formazione di David John Yucius
Northeastern University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Aurora Investment Counsel
Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Finance |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Finance |
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