Taylor Ross Herzog
Keine laufenden Positionen mehr
Karriereverlauf von Taylor Ross Herzog
Ehemalige bekannte Positionen von Taylor Ross Herzog
| Unternehmen | Position | Beginn | 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 | 01.04.2018 | 01.02.2020 |
| Leiter des Privatbankwesens | 01.04.2018 | 01.02.2020 |
Ausbildung von Taylor Ross Herzog
| Southern Methodist University | Graduate Degree |
| Texas Christian University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
| Undergraduate Degree | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
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 |
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