Jim Boulay
Compliance Officer bei Lutz Financial Services LLC
Aktive Positionen von Jim Boulay
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Compliance Officer | 01.01.2001 | - |
| Portfolio Manager-Aktien | 01.01.2001 | - |
Karriereverlauf von Jim Boulay
Ausbildung von Jim Boulay
| University of St. Thomas | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |
- Börse
- Insiders
- Jim Boulay
- Erfahrung
