Profiel
Ms. Lisa C.
Longest is a Senior Analyst at Capital Advisory Group since 2000.
Ms. Longest worked at Crestar Bank.
Ms. Longest received a BS in Business Administration from Virginia Polytechnic Institute & State University and an MS in Finance from Virginia Commonwealth University.
She is also an Accredited Investment Fiduciary.
Eerdere bekende functies van Lisa Carolyn Longest
| Bedrijven | Functie | Einde |
|---|---|---|
Crestar Bank (Richmond, Virginia)
Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 30-12-1999 |
CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Analyst-Equity | - |
Opleiding van Lisa Carolyn Longest
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Crestar Bank (Richmond, Virginia)
Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank | Finance |
CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Finance |
Virginia Polytechnic Institute & State University
Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Commonwealth University
Virginia Commonwealth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















