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Lee DeLorenzo
Vorstandsvorsitzender bei United Asset Strategies, Inc.
Aktive Positionen von Lee DeLorenzo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
United Asset Strategies, Inc.
![]() United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Vorstandsvorsitzender | 01.03.1992 | - |
Gründer | 01.03.1992 | - | |
Mitglied des Investmentausschusses | 01.03.1992 | - | |
Portfolio Manager-Aktien | 01.03.1992 | - | |
Portfolio Manager-Fixed Income | 01.03.1992 | - | |
Chief Investment Officer | 01.03.1992 | - | |
Präsident | 01.03.1992 | 01.01.2022 | |
United Wealth Planning LLC
![]() United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services United Wealth Planning LLC provides financial and estate planning services. The firm's services include problem solving, family office services and cash flow management. The company was founded by Lee DeLorenzo and is headquartered in Hempstead, NY. | Gründer | - | - |
Präsident | - | - |
Karriereverlauf von Lee DeLorenzo
Statistik
International
Vereinigte Staaten | 3 |
Operativ
President | 2 |
Founder | 2 |
Chief Executive Officer | 1 |
Sektoral
Finance | 2 |
Commercial Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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United Asset Strategies, Inc.
![]() United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
United Wealth Planning LLC
![]() United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services United Wealth Planning LLC provides financial and estate planning services. The firm's services include problem solving, family office services and cash flow management. The company was founded by Lee DeLorenzo and is headquartered in Hempstead, NY. | Commercial Services |
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