Zachary Lountzis
Analyst-Equity presso Lountzis Asset Management LLC
Profilo
Mr. Zachary Lountzis is a Vice President & Securities Analyst at Lountzis Asset Management LLC.
He began his career in investment banking at Barclays Capital, where he was a junior analyst in the Global Technology Group from 2010 to 2012, before moving to sell-side research on Credit Suisse’s Software team from 2012 to 2014.
He most recently spent five years at Jefferies on their Software Research team.
He received his undergraduate degree from the University of Arizona.
Posizioni attive di Zachary Lountzis
Società | Posizione | Inizio |
---|---|---|
Lountzis Asset Management LLC
Lountzis Asset Management LLC Investment ManagersFinance Lountzis Asset Management LLC (Lountzis) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Wyomissing, Pennsylvania. The firm was founded by Apostolos “Paul” Lountzis in 2000. Lountzis operates as a multi-family office that serves families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios. | Analyst-Equity | 01/03/2019 |
Precedenti posizioni note di Zachary Lountzis
Società | Posizione | Fine |
---|---|---|
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Analyst-Equity | 01/01/2019 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Analyst-Equity | 31/07/2014 |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Analyst-Equity | 31/05/2012 |
Formazione di Zachary Lountzis
University of Arizona | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
Lountzis Asset Management LLC
Lountzis Asset Management LLC Investment ManagersFinance Lountzis Asset Management LLC (Lountzis) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Wyomissing, Pennsylvania. The firm was founded by Apostolos “Paul” Lountzis in 2000. Lountzis operates as a multi-family office that serves families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios. | Finance |
- Borsa valori
- Insiders
- Zachary Lountzis