Alex Potts

Direktor/Vorstandsmitglied bei WEST COAST COMMUNITY BANCORP

Finance

Miscellaneous

Consumer Services

Profil

Alexander Bennett Potts is the founder of Loring Ward Securities, Inc. Mr. Potts is currently Director at West Coast Community Bank and Director at West Coast Community Bancorp, both starting in 2026.
Former positions include President & Chief Executive Officer at SA Funds – Investment Trust from 2004, President & Chief Executive Officer at Loring Ward International Ltd., Loring Ward Holdings, Inc., and LWI Financial, Inc., Chief Executive Officer at RNP Advisory Services, Inc., Trustee, EVP & General Manager at LWI Financial, Inc., and Chief Operating Officer & Executive Vice President at Loring Ward Financial, Inc. Education includes undergraduate studies at Santa Clara University.

Aktive Positionen von Alex Potts

Unternehmen	Position	Beginn
WEST COAST COMMUNITY BANCORP	Direktor/Vorstandsmitglied	12.02.2026
Santa Cruz County Bank Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank	Direktor/Vorstandsmitglied	12.02.2026

Alle aktiven Positionen von Alex Potts

Ehemalige bekannte Positionen von Alex Potts

Unternehmen	Position	Ende
SA Funds – Investment Trust SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust	Präsident	31.12.2004
Loring Ward Holdings, Inc. Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice	Vorstandsvorsitzender	-
LWI Financial, Inc. LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans.	Vorstandsvorsitzender	-
Loring Ward Financial, Inc.	Geschäftsführer	-
RNP Advisory Services, Inc. RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services	Präsident	-

Sehen Sie sich die Erfahrung von Alex Potts im Detail an

Ausbildung von Alex Potts

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Alex Potts im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	10
SA Funds – Investment Trust SA Funds – Investment Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Unit Investment Trust	Miscellaneous
Loring Ward Securities, Inc. Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. The company was founded by Alexander Bennett Potts.	Finance
Loring Ward International Ltd. Loring Ward International Ltd. Investment ManagersFinance Provides investment advisory and asset management services	Finance
Santa Cruz County Bank Santa Cruz County Bank Regional BanksFinance Operates as a state-chartered bank	Finance
Santa Clara University Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
LWI Financial, Inc. LWI Financial, Inc. Investment ManagersFinance LWI Financial utilizes investment strategies that are based on target asset-class allocations to reflect the client's clients individual financial circumstances, expressed cash needs, risk tolerance, investment objectives and other factors. The asset class allocation programs designate specified percentages within multiple securities asset classes with the intent of creating a diversified investment portfolio of no-load or low-load mutual funds. The firm does not recommend investments into individual securities. They employ a proprietary method of asset class allocation based on academic and behavioral economic studies. LWI's asset class allocation programs and advice concerning securities is based on publicly-available research and reports regarding Efficient Markets Theory, adjusted for certain behavioral economic factors. The asset class allocations are adjusted for risk. LWI's recommendations are designed for longer-term investors. The firm uses financial simulation programs which calculate the effects of various historical rates of return from different asset classes to assist in the preparation of asset allocation plans.	Finance
Loring Ward Financial, Inc.
RNP Advisory Services, Inc. RNP Advisory Services, Inc. Investment ManagersFinance Provides wealth and investment advisory services	Finance
Loring Ward Holdings, Inc. Loring Ward Holdings, Inc. Investment ManagersFinance Provides investment advice	Finance
West Coast Community Bancorp West Coast Community Bancorp Regional BanksFinance Operates as a bank holding company whose subsidiaries provides banking services	Finance