![Shad Lamm](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Aktive Positionen von Shad Lamm
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Keystone Wealth Services LLC
![]() Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Compliance Officer | 01.02.2019 | - |
Karriereverlauf von Shad Lamm
Ehemalige bekannte Positionen von Shad Lamm
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Portfolio Manager-Aktien | 01.04.2014 | 01.12.2017 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - | - |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - | - |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 5 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Integrated Wealth Management, Inc.
![]() Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Services LLC
![]() Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Finance |