Kevin Blair Rankin

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Kevin Rankin is Investment Management Associate at LVW Advisors LLC since 2011.
His primary responsibilities are the implementation of investment management consulting services and the ongoing reporting and analysis of institutional, family office and private clients.
Prior to joining LVW Advisors, Mr. Rankin worked with Lori and the team at Convergent Wealth Advisors as a Client Service Associate and at First American Equipment Finance as an Asset Manager, where he negotiated end of lease terms for the disposition of client assets.
Mr. Rankin received a Bachelor of Science in Management with a concentration in Personal Finance from St. John Fisher College.
He currently holds the Financial Industry Regulatory Authority (FINRA) Series 65 License.

Precedenti posizioni note di Kevin Blair Rankin

Società	Posizione	Fine
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.	Analyst-Equity	01/05/2013
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.	Corporate Officer/Principal	30/09/2011

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Formazione di Kevin Blair Rankin

St. John Fisher College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Uomo

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Società collegate

Aziende private	2
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors LLC is a SEC-registered investment advisor headquartered in Pittsford, New York. The firm was founded by Lori Van Dusen and Richard Van Kuren in 2011. They are directly owned by LVW Flynn LLC and are ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). LVW Advisors provides investment advisory services to ultra-affluent individuals and families, which includes prominent entrepreneurs, executives, athletes, artist and entertainers, foundations, family partnerships, limited partnerships, and not-for-profit institutions primarily in healthcare and education, and retirement plans.	Finance
Convergent Wealth Advisors LLC Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors.	Finance