Profilo
Mr. Loza joined Godsey & Gibb Associates in 2004.
His duties include market research and analytical support to the Director of Research and to the Portfolio Managers.
He is also a member of the Investment Research Group.
Prior to joining the firm, he owned and operated two successful bagel shops in New Jersey and Northern Virginia, which he eventually sold before moving to Richmond to attend Virginia Commonwealth University.
While attending school, he interned as an Equity Research Analyst for Scott & Stringfellow as well as a Collection Analyst for Overnite Transportation.
Mr. Loza graduated Suma Cum Laude from VCU in three years.
Mr. Loza is a Candidate in the CFA program and is an affiliate member of both the CFA Institute and the Richmond Society of Financial Analysts.
Precedenti posizioni note di Joesph T. Loza
Società | Posizione | Fine |
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Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Analyst-Equity | 01/02/2006 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
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Società collegate
Aziende private | 1 |
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Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients. | Finance |
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