Lance Ward Messervy
Analyst-Equity bei One Capital Management LLC
Profil
Mr. Lance W.
Messervy is an Executive Director & Senior Portfolio Manager at One Capital Management LLC.
He joined the firm 2013 and leads the Private Client Portfolio Management Team.
He is responsible for the investment decisions and active daily management of OCM’s globally diversified portfolios.
In addition, Lance directs the firm’s ETF research efforts.
He was an Analyst with Woodbury Strategic Partners reviewing private equity opportunities and Crestline Investors, where he researched investments for their Special Opportunity Fund.
Mr. Messervy earned both a Master of Science in Finance and a Bachelor of Science in Finance from the University of Utah.
Aktive Positionen von Lance Ward Messervy
| Unternehmen | Position | Beginn |
|---|---|---|
One Capital Management LLC
 One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Analyst-Equity | 01.01.2013 |
Ausbildung von Lance Ward Messervy
| University of Utah | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
One Capital Management LLC
One Capital Management LLC Investment ManagersFinance One Capital Management LLC (OCM) is a registered investment advisor headquartered in Westlake Village, California. The firm was founded by Don McDonald in 2001 and is a subsidiary of OCM Capital Partners LLC, ultimately held by CI Financial Corp. (TSE: CIX, NYSE, NASDAQ: CIXX) in Canada. OCM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, corporations and other business entities. | Finance |
