Stan Poltavets
Analyst-Equity bij Laird Norton Wetherby Wealth Management LLC
Profiel
Mr. Stan Poltavets is an Investment Analyst at Laird Norton Wetherby Wealth Management LLC.
He researches and analyzes global real asset investments including infrastructure, real estate, commodities, natural resources, to find those that would be most beneficial for client portfolios.
His work comprises both public and private market investment vehicles with the ultimate goal of providing recommendations to LNW’s Chief Investment Officer and the Portfolio Management Investment Committee.
He received his undergraduate degree from Pacific Lutheran University.
Actieve functies van Stan Poltavets
| Bedrijven | Functie | Begin |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Analyst-Equity | 01-01-2024 |
Opleiding van Stan Poltavets
| Pacific Lutheran University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
