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TJ Doremus
Algemeen Directeur bij Preston Wealth Advisors LLC
Profiel
Mr. Theodore J.
Doremus is a Chief Executive Officer, Chief Compliance Officer & Portfolio Manager at Preston Wealth Advisors LLC.
He Co-founded Preston Wealth Advisors in 2012 with the vision and leadership to help high net worth individuals manage, grow and protect their assets.
He has over 25 years experience in the financial industry.
Prior to forming Preston Wealth Advisors, he served as a wealth advisor at Lara, Shull & May, LLC, a Virginia based investment firm, where Alliance Capital named him an elite advisor for outstanding achievement in financial services in multiple years, and was featured in Rep Magazine as an advisor of choice to high net worth individuals.
He received his B.S.
in Political Science from Hampden-Sydney College.
Actieve functies van TJ Doremus
Bedrijven | Functie | Begin |
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Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Algemeen Directeur | 16-10-2012 |
Eerdere bekende functies van TJ Doremus
Bedrijven | Functie | Einde |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Corporate Officer/Principal | - |
Opleiding van TJ Doremus
Hampden-Sydney College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Finance |