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Alex Potts
Director/Miembro de la Junta en
WEST COAST COMMUNITY BANCORP
.
Perfil
Alexander Bennett Potts is the founder of Loring Ward Securities, Inc. Mr. Potts is currently Director at West Coast Community Bank and Director at West Coast Community Bancorp, both starting in 2026.
Former positions include President & Chief Executive Officer at SA Funds – Investment Trust from 2004, President & Chief Executive Officer at Loring Ward International Ltd., Loring Ward Holdings, Inc., and LWI Financial, Inc., Chief Executive Officer at RNP Advisory Services, Inc., Trustee, EVP & General Manager at LWI Financial, Inc., and Chief Operating Officer & Executive Vice President at Loring Ward Financial, Inc. Education includes undergraduate studies at Santa Clara University.
Cargos activos de Alex Potts
| Empresas | Cargo | Inicio |
|---|---|---|
| WEST COAST COMMUNITY BANCORP | Director/Miembro de la Junta | 12/02/2026 |
Santa Cruz County Bank
 Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank | Director/Miembro de la Junta | 12/02/2026 |
Antiguos cargos conocidos de Alex Potts.
| Empresas | Cargo | Fin |
|---|---|---|
SA Funds – Investment Trust
 SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Presidente | 31/12/2004 |
Loring Ward Holdings, Inc.
 Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice | Director Ejecutivo | - |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Director Ejecutivo | - |
Loring Ward Financial, Inc. | Director de Operaciones | - |
RNP Advisory Services, Inc.
 RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services | Presidente | - |
Formación de Alex Potts.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
7
Relaciones de 1er grado
10
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 10 |
|---|---|
SA Funds – Investment Trust
SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust | Miscellaneous |
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. The company was founded by Alexander Bennett Potts. | Finance |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Provides investment advisory and asset management services | Finance |
Santa Cruz County Bank
Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank | Finance |
Santa Clara University
 Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans. | Finance |
Loring Ward Financial, Inc. | |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services | Finance |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice | Finance |
West Coast Community Bancorp
 West Coast Community Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services | Finance |
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