![Lesley Cannan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lesley Cannan
Gestore di Portafoglio-Azioni presso
Beacon Pointe Advisors LLC
Profilo
Ms. Lesley E.
Cannan is a Partner & Managing Director at Beacon Pointe Advisors LLC.
She specializes in providing comprehensive wealth planning and investment advisory services to high-net-worth individuals, multi-generational families, foundations, and endowments.
Ms. Cannan was previously employed as a Director & Senior Advisor by Litman Gregory Wealth Management LLC, a Principal by Core Asset Management Co., and a Principal by FMR LLC.
She has pursued advanced professional education through the University of Montana, San Francisco State University, and the Yale School of Management.
Posizioni attive di Lesley Cannan
| Società | Posizione | Inizio |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Gestore di Portafoglio-Azioni | 31/12/2025 |
Precedenti posizioni note di Lesley Cannan
| Società | Posizione | Fine |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Analyst-Equity | 31/12/2025 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2011 |
Core Asset Management Co.
 Core Asset Management Co. Investment ManagersFinance Core invests globally and seeks to reap the investment benefits of favorable, long-term trends in global economies and asset markets. The firm takes a top-down macro view with global orientation for all investment decisions. They invest broadly in public securities, generally using Exchange-Traded Funds (ETFs), mutual funds, and, to a lesser degree, individual stocks and bonds. The portfolios Core manages are generally conservatively structured. | Corporate Officer/Principal | - |
Formazione di Lesley Cannan
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
21
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
Core Asset Management Co.
Core Asset Management Co. Investment ManagersFinance Core invests globally and seeks to reap the investment benefits of favorable, long-term trends in global economies and asset markets. The firm takes a top-down macro view with global orientation for all investment decisions. They invest broadly in public securities, generally using Exchange-Traded Funds (ETFs), mutual funds, and, to a lesser degree, individual stocks and bonds. The portfolios Core manages are generally conservatively structured. | Finance |
The University of Montana
 The University of Montana Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
