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Gaylord Lyman
Head-Equity Investments bei Ashton Thomas Private Wealth LLC
Aktive Positionen von Gaylord Lyman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Ashton Thomas Private Wealth LLC
![]() Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Analyst-Equity | 01.04.2023 | - |
Head-Equity Investments | 01.04.2023 | - | |
Portfolio Manager-Aktien | 01.04.2023 | - |
Karriereverlauf von Gaylord Lyman
Ehemalige bekannte Positionen von Gaylord Lyman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Affinity Investment Advisors LLC
![]() Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Portfolio Manager-Aktien | - | 01.03.2023 |
Kohala Capital Partners LLC
![]() Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Analyst-Equity | 01.07.2011 | 31.12.2016 |
Chief Investment Officer | 01.07.2011 | 31.12.2016 | |
Gründer | 01.07.2011 | 31.12.2016 | |
Portfolio Manager-Aktien | 01.07.2011 | 31.12.2016 | |
Becker Capital Management, Inc.
![]() Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Analyst-Equity | 01.01.1997 | 30.09.2011 |
Portfolio Manager-Aktien | 16.09.2010 | 30.09.2011 | |
Vertrieb & Marketing | 16.09.2010 | 30.09.2011 |
Ausbildung von Gaylord Lyman
Harvard University | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Portfolio Manager-Equities | 4 |
Analyst-Equity | 3 |
Sales & Marketing | 1 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Becker Capital Management, Inc.
![]() Becker Capital Management, Inc. Investment ManagersFinance Becker Capital Management, Inc. (BCM) is an independent, SEC-registered investment advisor headquartered in Portland, Oregon and additional office in Seattle, Washington. The firm was founded by Patrick Becker, Sr. in 1976. BCM provides a range of investment management services for high-net-worth individuals, families, institutional investors and nonprofit organizations. | Finance |
Kohala Capital Partners LLC
![]() Kohala Capital Partners LLC Investment ManagersFinance Founded in 2011 by Gaylord Lyman, Thierry Wuilloud and Mary Wuilloud-Aguas, Kohala Capital Partners LLC is a registered investment advisor located in Portland, Oregon. The firm provides discretionary investment management services to institutional accounts including corporate pension and profit sharing plans, Taft-Hartley plans, trusts, estates, charitable institutions, foundations, endowments and corporations, as well as high net-worth individual clients. Client accounts may be taxable or non-taxable. | Finance |
Affinity Investment Advisors LLC
![]() Affinity Investment Advisors LLC Investment ManagersFinance Affinity Investment Advisors LLC (Affinity) is an independent, SEC-registered investment advisor headquartered in Newport Beach, California. Originally founded in 1992, Affinity manages the investment assets for a wide range of clients, including corporate pension and general accounts, public pension plans, Taft-Hartley funds, endowments, foundations, and high net worth clients. | Finance |
Ashton Thomas Private Wealth LLC
![]() Ashton Thomas Private Wealth LLC Investment ManagersFinance Ashton Thomas Private Wealth LLC provides investment advice. The company is based in Scottsdale, AZ. | Finance |
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