Taylor Ross Herzog
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Profilo
Taylor Ross Herzog served as the Chief Investment Officer at Lake Point Wealth Management LLC from 2018 to 2020.
Prior to that, he obtained a graduate degree from Southern Methodist University and an undergraduate degree from Texas Christian University.
Precedenti posizioni note di Taylor Ross Herzog
| Società | Posizione | Fine |
|---|---|---|
Lake Point Wealth Management LLC
 Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Direttore degli Investimenti | 01/02/2020 |
Formazione di Taylor Ross Herzog
| Texas Christian University | Undergraduate Degree |
| Southern Methodist University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Lake Point Wealth Management LLC
Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Finance |
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