Gaylord Lyman
Head-Equity Investments bij Ashton Thomas Private Wealth LLC
Actieve functies van Gaylord Lyman
Bedrijven | Functie | Begin | Einde |
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Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Analyst-Equity | 01-04-2023 | - |
Head-Equity Investments | 01-04-2023 | - | |
Portefeuillebeheerder-Aandelen | 01-04-2023 | - |
Loopbaan van Gaylord Lyman
Eerdere bekende functies van Gaylord Lyman
Bedrijven | Functie | Begin | Einde |
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Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Portefeuillebeheerder-Aandelen | - | 01-03-2023 |
Kohala Capital Partners LLC
Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Analyst-Equity | 01-07-2011 | 31-12-2016 |
Chief Investment Officer | 01-07-2011 | 31-12-2016 | |
Oprichter | 01-07-2011 | 31-12-2016 | |
Portefeuillebeheerder-Aandelen | 01-07-2011 | 31-12-2016 | |
Becker Capital Management, Inc.
Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Analyst-Equity | 01-01-1997 | 30-09-2011 |
Portefeuillebeheerder-Aandelen | 16-09-2010 | 30-09-2011 | |
Verkoop & Marketing | 16-09-2010 | 30-09-2011 |
Opleiding van Gaylord Lyman
Harvard University | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 7 |
Operationeel
Portfolio Manager-Equities | 4 |
Analyst-Equity | 3 |
Sales & Marketing | 1 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 4 |
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Becker Capital Management, Inc.
Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Finance |
Kohala Capital Partners LLC
Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Finance |
Affinity Investment Advisors LLC
Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Finance |
Ashton Thomas Private Wealth LLC
Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Finance |
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