Profilo
Mr. Jacob D.
Weaver is a President & Senior Investment Advisor at Lau Associates LLC.
With over 20 years of experience at Lau Associates, As President, he manages the business and chairs the firm’s Steering Committee, where he works with the leadership team to provide strategic direction for the business.
As Senior Investment Advisor, he works with individual clients to help them grow their assets, reduce portfolio risk and meet their long-term objectives.
He also heads the firm’s Investment Committee, which gives him the opportunity to share his expertise on investments and manager selection with the team to develop sound investment strategies for the clients.
He holds a B.A.
in Economics from the University of Delaware and received the CMFC designation in 2008.
Precedenti posizioni note di Jake Weaver
Società | Posizione | Fine |
---|---|---|
Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | President | - |
Formazione di Jake Weaver
University of Delaware | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Finance |
- Borsa valori
- Insiders
- Jake Weaver