![Joe Lum](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>)
Joe Lum
Corporate Officer/Principal presso
Thompson Family Foundation, Inc.
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.
 Thompson Family Foundation, Inc. The Thompson Family Foundation, Inc. is a company based in Dallas, TX. Thompson Family Foundation, Inc. was founded by Wade F. B. Thompson. | Corporate Officer/Principal | 01/01/2018 |
Precedenti posizioni note di Joe Lum
| Società | Posizione | Fine |
|---|---|---|
Intersect Capital LLC
 Intersect Capital LLC Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 05/08/2022 |
True Capital Management LLC
 True Capital Management LLC Investment ManagersFinance TCM is a long-term investor which manages equity and fixed income assets with a focus on preservation of capital. The firm and the client jointly create an Investment Policy Statement which forms the basis for the construction of an asset allocation model based on the client’s income needs, risk tolerance, size of the portfolio and overall performance goals. For clients who do not meet the Separate Managed Account (SMA) minimum, TCM employs an ETF Model that is a selection of index and/or sector focused ETFs designed to offer a similar allocation to that of their equity balanced growth manager (mix of equity and fixed income). | Corporate Officer/Principal | 01/06/2014 |
Formazione di Joe Lum
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Intersect Capital LLC
Intersect Capital LLC Investment ManagersFinance Provides investment advice | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Thompson Family Foundation, Inc.
Thompson Family Foundation, Inc. The Thompson Family Foundation, Inc. is a company based in Dallas, TX. Thompson Family Foundation, Inc. was founded by Wade F. B. Thompson. | |
True Capital Management LLC
True Capital Management LLC Investment ManagersFinance TCM is a long-term investor which manages equity and fixed income assets with a focus on preservation of capital. The firm and the client jointly create an Investment Policy Statement which forms the basis for the construction of an asset allocation model based on the client’s income needs, risk tolerance, size of the portfolio and overall performance goals. For clients who do not meet the Separate Managed Account (SMA) minimum, TCM employs an ETF Model that is a selection of index and/or sector focused ETFs designed to offer a similar allocation to that of their equity balanced growth manager (mix of equity and fixed income). | Finance |
