![Kim DeWitt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Kim DeWitt is a Trading Specialist at LVW Advisors LLC.
She works closely with LVW’s private wealth team as a Trading Specialist.
Her diligence helps maintain the integrity of LVW’s trading system as she liases between the Investment Committee and private wealth advisors.
The SUNY Geneseo graduate held positions with AllianceBernstein, Deutsche Bank and Hefren-Tillotson Inc. before returning home to Rochester and joining the LVW team.
Aktive Positionen von Kim DeWitt
| Unternehmen | Position | Beginn |
|---|---|---|
LVW Advisors LLC
 LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Trading-Equity | - |
Ausbildung von Kim DeWitt
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
State University of New York College at Geneseo
 State University of New York College at Geneseo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LVW Advisors LLC
LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives. | Finance |
