Profilo
Mr. Joseph Connolly, CFA, is a Junior Portfolio Manager at Lenox Wealth Advisors LLC.
Mr. Connolly is responsible for on-boarding new clients and reviewing clients’ asset allocations, market/security research, and conducting manager due diligence.
His role is to help clients meet their risk and return objectives by maintaining proper asset allocation targets within portfolios.
He was employed at U.S.
Trust, where he built and maintained portfolios for ultra-high net worth clients.
Mr. Connolly earned a Bachelor of Arts in Economics from Boston College, and holds the Chartered Financial Analyst designation.
Precedenti posizioni note di Joseph Connolly
| Società | Posizione | Fine |
|---|---|---|
Lenox Wealth Advisors LLC
 Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Analyst-Equity | 01/01/2022 |
Formazione di Joseph Connolly
| Boston College | 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 |
|---|---|
Lenox Wealth Advisors LLC
Lenox Wealth Advisors LLC Investment ManagersFinance Lenox Wealth Advisors, Inc. (LWA) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of LWA Holdings LLC, ultimately held by NFP Holdings LLC. LWA offers investment and financial planning advice to individuals, families, trusts, not-for-profit organizations, and corporate/entity clients. | Finance |
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