Brian Lomax

Portfolio Manager-Aktien bei Wealth Enhancement Advisory Services LLC

Consumer Services

Finance

Aktive Positionen von Brian Lomax

Unternehmen	Position	Beginn	Ende
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Portfolio Manager-Aktien	01.11.2020	-

Queen's University

Undergraduate Degree

International

Kanada	2
Vereinigte Staaten	2

Operativ

Undergraduate Degree	1
Portfolio Manager-Equities	1

Sektoral

Consumer Services	2
Finance	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	1
Wealth Enhancement Advisory Services LLC Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.	Finance

Private Unternehmen

Finance