Joe Lum
Corporate Officer/Principal bij Thompson Family Foundation, Inc.
Profiel
Joseph Randall Lum is an Advisory Board Member at Thompson Family Foundation, Inc. He was previously a Wealth Advisor at Intersect Capital LLC from 2014 to 2022 and an Associate at True Capital Management LLC from 2013 to 2014.
Lum received an undergraduate degree from Loyola Marymount University.
Actieve functies van Joe Lum
| Bedrijven | Functie | Begin |
|---|---|---|
| Thompson Family Foundation, Inc. | Corporate Officer/Principal | 01-01-2018 |
Eerdere bekende functies van Joe Lum
| Bedrijven | Functie | Einde |
|---|---|---|
Intersect Capital LLC
 Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell. | Portefeuillebeheerder-Aandelen | 05-08-2022 |
True Capital Management LLC
 True Capital Management LLC Investment ManagersFinance True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families. | Corporate Officer/Principal | 01-06-2014 |
Opleiding van Joe Lum
| Loyola Marymount University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Intersect Capital LLC
Intersect Capital LLC Investment ManagersFinance Intersect Capital LLC is a financial services company that offers a range of specializations in wealth management and administration, tax and estate planning, risk management, and concierge-style services. Intersect Capital is based in San Ramon, CA and has subsidiaries in the United States. As of November 1, 2021, the private company has over $1.60 billion in assets. The company was founded in 1997 by David William Shiell. | Finance |
| Thompson Family Foundation, Inc. | |
True Capital Management LLC
True Capital Management LLC Investment ManagersFinance True Capital Management LLC (TCM) is a wealth management firm headquartered in San Francisco, California. The firm was founded by Doug Raetz and Heather Goodman in 2006. They were acquired in 2023 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. TCM provides individualized investment supervisory services, financial planning and consulting, and banking services. Their clients span the globe primarily within the sports and entertainment industries. In addition, the firm’s services are also well suited for ultra-high net worth individuals and families. | Finance |
