Judy Davies
Keine laufenden Positionen mehr
Karriereverlauf von Judy Davies
Ehemalige bekannte Positionen von Judy Davies
Unternehmen | Position | Beginn | Ende |
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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 | 19.02.2010 | - |
Ausbildung von Judy Davies
The University of Colorado | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
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