Taylor Ross Herzog
Keine laufenden Positionen mehr
Profil
Taylor Ross Herzog served as the Chief Investment Officer at Lake Point Wealth Management LLC from 2018 to 2020.
Prior to that, he obtained a graduate degree from Southern Methodist University and an undergraduate degree from Texas Christian University.
Ehemalige bekannte Positionen von Taylor Ross Herzog
| Unternehmen | Position | Ende |
|---|---|---|
Lake Point Wealth Management LLC
 Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Chief Investment Officer | 01.02.2020 |
Ausbildung von Taylor Ross Herzog
| Southern Methodist University | Graduate Degree |
| Texas Christian University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Lake Point Wealth Management LLC
Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Finance |
