Storia della carriera di Joel Franklin Conn
Precedenti posizioni note di Joel Franklin Conn
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Montgomery Investment Management, Inc.
 Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Gestore di Portafoglio-Azioni | 06/06/2003 | 31/12/2003 |
Koonce Securities LLC
 Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Corporate Officer/Principal | 31/12/2003 | 31/12/2003 |
Lakeshore Capital LLC
 Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Direttore degli Investimenti | 26/05/2004 | - |
| Responsabile della Conformità | 26/05/2004 | - | |
| Fondatore | 26/05/2004 | - | |
| Gestore di Portafoglio-Azioni | 26/05/2004 | - | |
| Presidente | 26/05/2004 | - |
Formazione di Joel Franklin Conn
| Miami University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Posizioni
| Portfolio Manager-Equities | 2 |
| Chief Investment 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 |
|---|---|
Koonce Securities LLC
Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Finance |
Lakeshore Capital LLC
Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Finance |
Montgomery Investment Management, Inc.
Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Finance |
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