Lane Jones
Chief Investment Officer bei Evensky & Katz LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Roxanne Alexander | F | - |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 23 Jahre |
| David Garcia | M | 52 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities.
University of Florida
| 23 Jahre |
| Harold Ray Evensky | M | 82 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 39 Jahre |
| Brett Horowitz | M | 46 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 19 Jahre |
| Taylor Gang | M | 46 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 Jahre |
| Deena Boone Katz | F | 74 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 39 Jahre |
| Joshua Daniel Mungavin | M | 42 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 Jahre |
| Heinz K. Fridrich | M | 91 |
University of Florida
| 31 Jahre |
| Deana Lynn Kelly | F | 57 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 Jahre |
| Matthew Alan McGrath | M | 51 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 28 Jahre |
| John Ryan Salter | M | 48 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 Jahre |
| Marjorie A. Hoy | M | - |
University of Florida
| 32 Jahre |
| Michael Hoeflinger | M | 54 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 10 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Walid Wael Ayoub Zurub | M | 57 |
University of Florida
| 8 Jahre |
| Alan Levine | M | 56 |
University of Florida
| 7 Jahre |
| David Aaron Brask | M | - |
University of Florida
| 8 Jahre |
| Louis Vincent Sicilian | M | - |
University of Florida
| 5 Jahre |
| Patrick Cusick | M | - |
University of Florida
| - |
| Jason Greene | M | 54 |
University of Florida
| 5 Jahre |
| Tom Sanders | M | - |
University of Florida
| 6 Jahre |
| Tolga Oal | M | 52 |
University of Florida
| 2 Jahre |
| David Garcia | M | - |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | - |
| Edward D. Wirth | M | 59 |
University of Florida
| 5 Jahre |
| Samuel Wang | M | - |
University of Florida
| 8 Jahre |
| Mallory Gayle Holm | F | - |
University of Florida
| 3 Jahre |
| David Barrett | M | 48 |
University of Florida
| 5 Jahre |
| Mary R. Stouffer | F | - |
University of Florida
| 5 Jahre |
| Young-Hoon Koo | M | 65 |
University of Florida
| 3 Jahre |
| Carrie Anne Tallman | F | - |
University of Florida
| 6 Jahre |
| Adrienne Anthony | F | - |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | - |
| Kwok Hi Leung | M | 57 |
University of Florida
| 4 Jahre |
| Petros Christou | M | - |
University of Florida
| 4 Jahre |
| John D. Wilson | M | - |
University of Florida
| 6 Jahre |
| David Correa | M | - |
University of Florida
| 5 Jahre |
| Steve K. Mergler | M | - |
University of Florida
| 7 Jahre |
| Canon Coleman | M | 56 |
University of Florida
| 6 Jahre |
| Mehdi Hosseini | M | - |
University of Florida
| 5 Jahre |
| Emily Elder | F | - |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | - |
| Baris Tan | M | - |
University of Florida
| 4 Jahre |
| Brennan J. Ryan | M | 55 |
University of Florida
| 7 Jahre |
| Chirag Bhavsar | M | 55 |
University of Florida
| 5 Jahre |
| Mazen Walid Jamil Irsheid | M | 51 |
University of Florida
| 4 Jahre |
| Brian Ellis | M | - |
University of Florida
| 4 Jahre |
| Amie Singer Piccola | F | - |
University of Florida
| 4 Jahre |
| Andrew Litvak | M | - |
University of Florida
| 3 Jahre |
| Marwan Mohammed Noureddin Fahmi | M | - |
University of Florida
| 3 Jahre |
| Lars A. Peterson | M | - |
University of Florida
| 2 Jahre |
| Michael Wright | M | - |
University of Florida
| 4 Jahre |
| Amanda Witt | F | - |
University of Florida
| 4 Jahre |
| Brian Johnson | M | 51 |
University of Florida
| 4 Jahre |
| Mikhail Y. Gurfinkel | M | - |
University of Florida
| 4 Jahre |
| Adam Cohen | M | - |
University of Florida
| 4 Jahre |
| Marco Rubio | M | 53 |
University of Florida
| 4 Jahre |
| Brent Trager | M | - |
University of Florida
| 4 Jahre |
| Douglas Band | M | 50 |
University of Florida
| 4 Jahre |
| Bruce Rodgers | M | 60 |
University of Florida
| 3 Jahre |
| Jennifer Gu | M | 58 |
University of Florida
| 4 Jahre |
| Charles Kirol | M | - |
University of Florida
| 4 Jahre |
| Ryan Schinman | M | - |
University of Florida
| 4 Jahre |
| Ernst Bell | M | - |
University of Florida
| 4 Jahre |
| Shravan Karpuram | M | - |
University of Florida
| 1 Jahre |
| Sherman Michael | M | - |
University of Florida
| 3 Jahre |
| Danielle R. Whitley | F | - |
University of Florida
| 4 Jahre |
| William D. Muir | M | 55 |
University of Florida
| 4 Jahre |
| Mark Rosman | M | - |
University of Florida
| 3 Jahre |
| Martin J. Schwartz | M | - |
University of Florida
| 4 Jahre |
| Wei Li Chen | M | - |
University of Florida
| 4 Jahre |
| Jason Broom | M | - |
University of Florida
| 7 Jahre |
| Shamkant Bhalchandra Navathe | M | 78 |
University of Florida
| 11 Jahre |
| John Bolen | M | - |
University of Florida
| 4 Jahre |
| Michael Crosbie | M | - |
University of Florida
| 3 Jahre |
| Todd A. Ludgate | M | - |
University of Florida
| 3 Jahre |
| Sean Donovan Casterline | M | 55 |
University of Florida
| 4 Jahre |
| Frank J. Roza | M | - |
University of Florida
| 3 Jahre |
| Jeffrey D. Hillman | M | 75 |
University of Florida
| 16 Jahre |
| Scott Renner | M | 55 |
University of Florida
| 4 Jahre |
| Adam Jason Lotterman | M | - |
University of Florida
| 4 Jahre |
| Joel Scott Chitwood | M | 54 |
University of Florida
| 4 Jahre |
| John V. Lombardi | M | 80 |
University of Florida
| 12 Jahre |
| Marshall Bridges | M | 54 |
University of Florida
| 2 Jahre |
| Janice P. McMahon | F | - |
University of Florida
| 4 Jahre |
| Matthew Mishan | M | - |
University of Florida
| 4 Jahre |
| Srini Gurrapu | M | - |
University of Florida
| 1 Jahre |
| Eng Guan Ooi | M | 52 |
University of Florida
| 4 Jahre |
| Gregory-Scott R. Haney | M | - |
University of Florida
| 1 Jahre |
| Clarence Roshell | M | - |
University of Florida
| 4 Jahre |
| Jeremy R. Nowak | M | 48 |
University of Florida
| 4 Jahre |
| Jesus Diaz | M | 53 |
University of Florida
| 4 Jahre |
| Richard Dougherty | M | - |
University of Florida
| 3 Jahre |
| Alan Stuart Thiel | M | 55 |
University of Florida
| 4 Jahre |
| Timothy E. Morey | M | - |
University of Florida
| 3 Jahre |
| Michael S. Greenberg | M | 53 |
University of Florida
| 4 Jahre |
| Steven L. Beiley | M | - |
University of Florida
| 3 Jahre |
| Jeffrey Willis | M | 51 |
University of Florida
| 4 Jahre |
| Christopher L. Fetes | M | - |
University of Florida
| 4 Jahre |
| Ivan Mijatovic | M | - |
University of Florida
| 3 Jahre |
| Brad Hathorn | M | - |
University of Florida
| 3 Jahre |
| Andrea M. Farley | F | - |
University of Florida
| 4 Jahre |
| Deng-Shan Shiau | M | - |
University of Florida
| 4 Jahre |
| Richard Rose | M | - |
University of Florida
| 3 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Lane Jones
- Persönliches Netzwerk