Alex Potts
Algemeen Directeur bij Loring Ward International Ltd.
Profiel
Alexander Bennett Potts is the founder of Loring Ward Securities, Inc. He currently holds the position of President & Chief Executive Officer at Loring Ward International Ltd.
and Chairman-Advisor Services at Loring Ward Holdings, Inc. Previously, he served as President & Chief Executive Officer at SA Funds – Investment Trust from 2004 to 2004.
He also held the positions of President & Chief Executive Officer at 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. Mr. Potts completed his undergraduate degree at Santa Clara University.
Actieve functies van Alex Potts
| Bedrijven | Functie | Begin |
|---|---|---|
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Algemeen Directeur | 12-08-2009 |
Loring Ward Holdings, Inc.
 Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Corporate Officer/Principal | - |
Eerdere bekende functies van Alex Potts
| Bedrijven | Functie | Einde |
|---|---|---|
| SA Funds – Investment Trust | President | 31-12-2004 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Algemeen Directeur | - |
| Loring Ward Financial, Inc. | Operationeel Directeur | - |
RNP Advisory Services, Inc.
 RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | President | - |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Directeur/Bestuurslid | - |
Opleiding van Alex Potts
| Santa Clara University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
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. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | Finance |
| Loring Ward Financial, Inc. | |
| SA Funds – Investment Trust | Miscellaneous |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Finance |
