Brian Lomax
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Profiel
Mr. Brian F.
Lomax is a Senior Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He has been in the asset management business since 1992 and joined Wealth Enhancement Group through the 10-15 Associates merger.
He gained valuable experience managing funds at places such as Picton Mahoney Asset Management.
He received his BCom degree from Queen's University.
Actieve functies van Brian Lomax
| Bedrijven | Functie | Begin |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-11-2020 |
Opleiding van Brian Lomax
| Queen's University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
