Provenienza dei contatti di primo grado di Kerry Falconer
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Lyons Funds
 Lyons Funds Investment Trusts/Mutual FundsMiscellaneous Lyons funds is an open-end, management investment company. Its objective is to achieve long-term capital appreciation. The company was founded on February 19, 2014 and is headquartered in Winter Park, FL.
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kerry Falconer tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Lyons Wealth Management LLC
 Lyons Wealth Management LLC Investment ManagersFinance Lyons Wealth Management LLC (Lyons) is an independent registered investment advisor headquartered in Winter Park, Florida. The firm was founded in 2009 and is primarily owned by Alexander Read. Lyons primarily provides customized investment management services to high-net-worth individuals, associated trusts, estates, mutual funds, and other legal entities. It serves as sub-advisor to an open-end mutual fund series’ Catalyst/Lyons Tactical Allocation Fund, which utilizes the Lyons Tactical Allocation Portfolio. | Investment Managers | Chief Executive Officer | |
| Lake Forest College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 5 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni
| Portfolio Manager-Equities | 3 |
| Portfolio Manager-Fixed Income | 2 |
| President | 2 |
| Chief Executive Officer | 2 |
| Chief Investment Officer | 1 |
Contatti più connessi
| Insiders | |
|---|---|
| Alexander Read | 5 |
| David D. Jones | 1 |
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