Profiel
Kevin Daniel Lehinger worked as a Senior Vice President and Financial Planning Specialist at CWH Capital Management, Inc. from 2002 to 2021.
He then worked as a Senior Wealth Advisor at Mercer Global Advisors, Inc. from 2021 to 2022.
Lehinger received his undergraduate degree from Eastern Washington University and his graduate degree from Gonzaga University.
Eerdere bekende functies van Kevin Lehinger
| 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. | Portefeuillebeheerder-Aandelen | 05-04-2022 |
CWH Capital Management, Inc.
 CWH Capital Management, Inc. Investment ManagersFinance CWH Capital Management, Inc., dba Hart Capital Management, Inc. (HCM), is a SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by Craig W. Hart in 1995. They are a subsidiary of Mercer Advisors, Inc. HCM provides portfolio management services to individuals, 401(k) plans, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs and other US institutions. | Lid van de Investeringscommissie | 01-05-2021 |
Opleiding van Kevin Lehinger
| Eastern Washington University | Undergraduate Degree |
| Gonzaga University | Graduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
CWH Capital Management, Inc.
CWH Capital Management, Inc. Investment ManagersFinance CWH Capital Management, Inc., dba Hart Capital Management, Inc. (HCM), is a SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by Craig W. Hart in 1995. They are a subsidiary of Mercer Advisors, Inc. HCM provides portfolio management services to individuals, 401(k) plans, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs and other US institutions. | 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 |
