Storia della carriera di Lucas Doe
Precedenti posizioni note di Lucas Doe
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Heron Financial Group LLC
 Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01/01/2011 | - |
| Direttore della Ricerca - Azioni | 01/01/2011 | - | |
| Gestore di Portafoglio-Azioni | 01/01/2011 | - |
Formazione di Lucas Doe
| University of Virginia Darden School of Business | Masters Business Admin |
| University of Virginia | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Heron Financial Group LLC
Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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