Avery Douglas Wenck
Analyst-Equity bij Leisure Capital Management, Inc.
Profiel
Mr. Avery D.
Wenck is an Analyst at Leisure Capital Management, Inc. He joined the firm as an Analyst in 2019.
As a member of our Investment Committee, his responsibilities include the development and implementation of portfolio strategies, supporting research efforts across the firm, and working closely with firm Portfolio Managers to ensure portfolios are carefully aligned with client goals.
Prior to joining Leisure Capital, he worked as an associate at Mercer Advisors, a wealth management firm with more than $16 billion in assets under management.
He earned his bachelor’s degree from the University of Nebraska at Omaha.
Actieve functies van Avery Douglas Wenck
| Bedrijven | Functie | Begin |
|---|---|---|
Leisure Capital Management, Inc.
 Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Analyst-Equity | 01-07-2019 |
Eerdere bekende functies van Avery Douglas Wenck
| Bedrijven | Functie | Einde |
|---|---|---|
Mercer Global Advisors, Inc.
 Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Corporate Officer/Principal | 01-06-2019 |
Opleiding van Avery Douglas Wenck
| University of Nebraska | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Leisure Capital Management, Inc.
Leisure Capital Management, Inc. Investment ManagersFinance Leisure Capital Management, Inc. (LCM) is a registered wealth management firm headquartered in Costa Mesa, California. The firm was founded by Marr Leisure in 2002 and is principally owned by The Leisure Family Trust. LCM offers discretionary investment advisory services to individuals, high net worth individuals, trusts and estates, individual participants of retirement plans, insurance companies, and charitable organizations. They also offer non-discretionary advisory services to individual participants of retirement plans and/or at a client’s request. | Finance |
Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., which is owned by Mercer Advisors, Inc. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
