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Karriereverlauf von Joel Franklin Conn
Ehemalige bekannte Positionen von Joel Franklin Conn
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Montgomery Investment Management, Inc.
![]() Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Portfolio Manager-Aktien | 06.06.2003 | 31.12.2003 |
Koonce Securities LLC
![]() Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Corporate Officer/Principal | 31.12.2003 | 31.12.2003 |
Lakeshore Capital LLC
![]() Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Chief Investment Officer | 26.05.2004 | - |
Compliance Officer | 26.05.2004 | - | |
Gründer | 26.05.2004 | - | |
Portfolio Manager-Aktien | 26.05.2004 | - | |
Präsident | 26.05.2004 | - |
Ausbildung von Joel Franklin Conn
Miami University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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Koonce Securities LLC
![]() Koonce Securities LLC Investment Banks/BrokersFinance Koonce Securities LLC is a registered broker/dealer firm headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1979. They were acquired by TradeZero America, Inc. in 2023. Koonce Securities provides an array of trading and execution service for their clients. They work with corporate stock issuers. | Finance |
Lakeshore Capital LLC
![]() Lakeshore Capital LLC Investment ManagersFinance Founded in 2004 by Joel Conn, Lakeshore Capital LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm manages personal, family, retirement, trust, foundation/endowment and corporate accounts. | Finance |
Montgomery Investment Management, Inc.
![]() Montgomery Investment Management, Inc. Investment ManagersFinance Montgomery Investment Management, Inc. (Montgomery) is an independent registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Calvin S. Koonce in 1987. Montgomery provides investment advice to various types of clients which include, but are not limited to: Financial Institutions, Individuals, Joint Accounts, Custodial Accounts, Estates, Charitable Entities, Retirement Accounts, Trusts, Corporations, Partnerships and other business entities. | Finance |
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