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Historial de carrera de Tony Watson
Antiguos cargos conocidos de Tony Watson.
Empresas | Cargo | Inicio | Fin |
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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. | Director de Inversiones | 01/06/2012 | 01/01/2020 |
Miembro del Comité de Inversión | 01/06/2012 | 01/01/2020 | |
Gestor de Cartera-Acciones | 01/06/2012 | - | |
Jefe de Banca Privada | 01/06/2012 | 01/01/2020 |
Formación de Tony Watson.
Stephen M. Ross School of Business | Masters Business Admin |
Walsh College | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Chief Investment Officer | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Consumer Services | 3 |
Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 1 |
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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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