Judy Davies
Keine laufenden Positionen mehr
Profil
Ms. Judy Davies is Portfolio Administrator at Litman.
Prior to that, she worked as a Portfolio Administrator for Great Lakes Advisors in Chicago, IL.
Ms. Davies was graduated of The University of Colorado, Boulder.
Ehemalige bekannte Positionen von Judy Davies
| Unternehmen | Position | Ende |
|---|---|---|
Great Lakes Advisors, Inc.
 Great Lakes Advisors, Inc. Investment ManagersFinance Founded in 1990, Great Lakes Advisors, Inc. is a registered investment advisor located in Chicago. The firm manages equity, fixed-income, and balanced fund separate accounts for clients including corporations, public funds, endowments, foundations, Taft Hartley plans, religious organizations and individuals. | Corporate Officer/Principal | - |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Corporate Officer/Principal | - |
Ausbildung von Judy Davies
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
Great Lakes Advisors, Inc.
Great Lakes Advisors, Inc. Investment ManagersFinance Founded in 1990, Great Lakes Advisors, Inc. is a registered investment advisor located in Chicago. The firm manages equity, fixed-income, and balanced fund separate accounts for clients including corporations, public funds, endowments, foundations, Taft Hartley plans, religious organizations and individuals. | Finance |
