Lauren Lehman
Portfolio Manager-Aktien bei NewEdge Advisors LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jerry Goss | M | - |
NewEdge Advisors LLC
 NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 44 Jahre |
| Adam Sauri | M | - |
SOL Capital Management Co.
 SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | 12 Jahre |
| Alex Goss | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 44 Jahre |
| Matt Duplechain | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 10 Jahre |
| Monique Sinmao | F | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | 5 Jahre |
| Neil Dickman Turner | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 44 Jahre |
| George Sins | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 11 Jahre |
| Ryan Robert Geschke | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 6 Jahre |
| Bryce Miller | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 6 Jahre |
| Tris Millard | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 8 Jahre |
| Jerffrey Stone Cutler | M | - |
NewEdge Advisors LLC
NewEdge Advisors LLC Investment ManagersFinance NewEdge Advisors LLC is a SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Gerald Goss in 1980 and is a subsidiary of NewEdge Capital Group LLC, ultimately owned by EdgeCo Investor Holdings LP. NewEdge Advisors specializes in wrap and non-wrap comprehensive portfolio management, financial planning and consulting, retirement plan consulting, referrals to third-party money managers and, through certain investment adviser representatives (IARs), offers LPL sponsored advisory program services. | 6 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Eran Goudes | M | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | 6 Jahre |
| Daniel Feuer | M | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | 2 Jahre |
| Morgan Adle | F | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | - |
| Uri Lerner | M | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | - |
| Cynthia W. la Rue | F | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | - |
| Sebastian Fuentes | M | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | - |
| Daniel Portocarrero | M | - |
SOL Capital Management Co.
SOL Capital Management Co. Investment ManagersFinance SOL Capital Management Co. (SOL Capital) is an independent, SEC-registered investment advisor headquartered in Rockville, Maryland. The firm was founded by Samuel Sandler, Frances J. Odinec and James A. Lynn in 1987. SOL Capital offers investment management services and investment consultation services to US and international high net-worth individuals and corporations, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm manages both discretionary and non-discretionary accounts. | - |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 18 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Lauren Lehman
- Persönliches Netzwerk
