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Dave Lewis
Financieel Directeur/CFO bij FinTrust Capital Advisors LLC
Actieve functies van Dave Lewis
Bedrijven | Functie | Begin | Einde |
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FinTrust Capital Advisors LLC
![]() FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Financieel Directeur/CFO | 01-01-2013 | - |
Portefeuillebeheerder-Aandelen | 01-01-2013 | - |
Loopbaan van Dave Lewis
Eerdere bekende functies van Dave Lewis
Bedrijven | Functie | Begin | Einde |
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FinTrust Investment Advisory Services LLC
![]() FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Portefeuillebeheerder-Aandelen | - | 01-03-2018 |
Opleiding van Dave Lewis
State University of New York College at Oswego | Undergraduate Degree |
University of New Orleans | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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FinTrust Investment Advisory Services LLC
![]() FinTrust Investment Advisory Services LLC Investment ManagersFinance Founded in 2008, FinTrust Investment Advisory Services LLC is a registered investment advisor located in Greenville, South Carolina. The firm is a subsidiary of FinTrust Advisors LLC. They were formerly known as Elliott Davis Investment Advisors. FinTrust Investment Advisory Services provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts. | Finance |
FinTrust Capital Advisors LLC
![]() FinTrust Capital Advisors LLC Investment ManagersFinance FinTrust Capital Advisors LLC (FCA) is a SEC-registered investment adviser headquartered in Greenville, South Carolina. The firm was co-founded by Pat Sheridan in 2007 as Broad Street Capital Advisors LLC. They are a wholly owned subsidiary of United Community Banks, Inc. (NASDAQ: UCBI). FCA provides investment advisory services to personal wealth clients such as individuals, trusts, estates, and family offices and to corporate and institutional clients. | Finance |
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