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Karriereverlauf von Tony Watson
Ehemalige bekannte Positionen von Tony Watson
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Chief Investment Officer | 01.06.2012 | 01.01.2020 |
Mitglied des Investmentausschusses | 01.06.2012 | 01.01.2020 | |
Portfolio Manager-Aktien | 01.06.2012 | - | |
Leiter des Privatbankwesens | 01.06.2012 | 01.01.2020 |
Ausbildung von Tony Watson
Stephen M. Ross School of Business | Masters Business Admin |
Walsh College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
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