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Posizioni attive di Kevin Lutz
Società | Posizione | Inizio | Fine |
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Resolute Advisors LLC
![]() Resolute Advisors LLC Investment ManagersFinance Resolute Advisors LLC, do-business-as Resolute Partners Group (RPG), is a registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kevin Lutz in 2019 and is owned by RPG HoldCo LLC. RPG provides discretionary portfolio management services, comprehensive and conflict-free wealth management advice to high-net-worth individuals, families and their affiliated entities on a fee basis. | Responsabile della Conformità | 01/01/2019 | - |
Fondatore | 01/01/2019 | - |
Storia della carriera di Kevin Lutz
Precedenti posizioni note di Kevin Lutz
Società | Posizione | Inizio | Fine |
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BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Corporate Officer/Principal | 01/11/2014 | 01/04/2019 |
BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Corporate Officer/Principal | 01/05/2010 | 01/06/2014 |
Formazione di Kevin Lutz
St. John Fisher College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Corporate Officer/Principal | 2 |
Compliance Officer | 1 |
Founder | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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Resolute Advisors LLC
![]() Resolute Advisors LLC Investment ManagersFinance Resolute Advisors LLC, do-business-as Resolute Partners Group (RPG), is a registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Kevin Lutz in 2019 and is owned by RPG HoldCo LLC. RPG provides discretionary portfolio management services, comprehensive and conflict-free wealth management advice to high-net-worth individuals, families and their affiliated entities on a fee basis. | Finance |
BBR Partners LLC
![]() BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
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