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Lesley Estelle Cannan
Analyst-Equity en Litman Gregory Wealth Management LLC .
Cargos activos de Lesley Estelle Cannan
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Litman Gregory Wealth Management LLC
![]() Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Analyst-Equity | 01/01/2012 | - |
Gestor de Cartera-Acciones | 01/01/2012 | - |
Historial de carrera de Lesley Estelle Cannan
Antiguos cargos conocidos de Lesley Estelle Cannan.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31/12/2011 | 31/12/2011 |
Core Asset Management Co.
![]() Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Corporate Officer/Principal | - | - |
Formación de Lesley Estelle Cannan.
The University of Montana | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 5 |
Operativa
Corporate Officer/Principal | 2 |
Undergraduate Degree | 1 |
Analyst-Equity | 1 |
Sectorial
Finance | 4 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 3 |
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FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Core Asset Management Co.
![]() Core Asset Management Co. Investment ManagersFinance Core Asset Management Co. (Core) is a SEC-registered investment advisor headquartered in Sausalito, California. The firm was founded in 1979 as JW Cookson Co. (Cookson). In 1986, Cookson was acquired by The Mayberry Group, Inc., when the present management assumed control of the firm and subsequently changed their name. Core provides portfolio management for individuals and families and their related trusts, retirement plans, foundations, and offices. | Finance |
Litman Gregory Wealth Management LLC
![]() Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |