Joe Lum

Corporate Officer/Principal presso Thompson Family Foundation, Inc.

Finance

Consumer Services

Profilo

Joseph Randall Lum is an Advisory Board Member at Thompson Family Foundation, Inc. He was previously a Wealth Advisor at Intersect Capital LLC from 2014 to 2022 and an Associate at True Capital Management LLC from 2013 to 2014.
Lum received an undergraduate degree from Loyola Marymount University.

Posizioni attive di Joe Lum

Società	Posizione	Inizio
Thompson Family Foundation, Inc.	Corporate Officer/Principal	01/01/2018

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Precedenti posizioni note di Joe Lum

Società	Posizione	Fine
Intersect Capital LLC Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell.	Gestore di Portafoglio-Azioni	05/08/2022
True Capital Management LLC True Capital Management LLC Investment ManagersFinance True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families.	Corporate Officer/Principal	01/06/2014

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Formazione di Joe Lum

Loyola Marymount University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	3
Intersect Capital LLC Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell.	Finance
Thompson Family Foundation, Inc.
True Capital Management LLC True Capital Management LLC Investment ManagersFinance True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families.	Finance

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