Joe Hefflinger
Portfolio Manager-Aktien bei Lutz Financial Services LLC
Aktive Positionen von Joe Hefflinger
| 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. | Portfolio Manager-Aktien | 01.01.2015 | - |
Karriereverlauf von Joe Hefflinger
Ausbildung von Joe Hefflinger
| Creighton University School of Law | Graduate Degree |
| Santa Clara University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Portfolio Manager-Equities | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 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 |
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- Erfahrung
