Perfil
Mr. Lewis D.
Akers is a Managing Principal & Financial Advisor at Altavista Wealth Management, Inc. Within Altavista, he manages high net worth individuals and institutional relationships.
As Altavista’s President, he provides administration, budgeting and corporate governance for the entire firm.
He is a financial planning and investment management professional with over two decades of industry experience.
Mr. Akers spent eight years at the trust division of Wachovia Bank of North Carolina’s Trust Division, the last two as the manager of the firm’s trust marketing effort for the Winston-Salem market.
Mr. Akers received his Bachelor's degree from the University of Virginia and an MBA from Wake Forest University.
Antiguos cargos conocidos de Daniel Akers.
| Empresas | Cargo | Fin |
|---|---|---|
Altavista Wealth Management, Inc.
 Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Director Ejecutivo | 25/02/2022 |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - |
Formación de Daniel Akers.
| University of Virginia | Undergraduate Degree |
| Wake Forest University | Masters Business Admin |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Altavista Wealth Management, Inc.
Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
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