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TJ Doremus
Vorstandsvorsitzender bei Preston Wealth Advisors LLC
Aktive Positionen von TJ Doremus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Vorstandsvorsitzender | 16.10.2012 | - |
Compliance Officer | 16.10.2012 | - | |
Gründer | 16.10.2012 | - | |
Portfolio Manager-Aktien | 16.10.2012 | - |
Karriereverlauf von TJ Doremus
Ehemalige bekannte Positionen von TJ Doremus
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Corporate Officer/Principal | 28.12.2010 | - |
Ausbildung von TJ Doremus
Hampden-Sydney College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Lara, May & Associates LLC
![]() Lara, May & Associates LLC Investment ManagersFinance Lara, May & Associates LLC is a registered investment advisor headquartered in Falls Church, Virginia. The firm was founded Lara, May & Associates in 1981. On October 1, 2007 Lara, May & Associates LLC was established and became a wholly-owned subsidiary of Focus Operating LLC, which is a wholly-owned subsidiary of Focus Financial Partners LLC. Lara, May They provide wealth management and financial planning services to individuals, high net worth individuals, home owner associations, businesses, corporate pension and profit-sharing plans, ERISA plans, charitable institutions, foundations, endowments, and trusts. Lara, May & Associates offers the custodial services of RBC Correspondent Services, Charles Schwab, Fidelity/Morningstar and TD Ameritrade. | Finance |
Preston Wealth Advisors LLC
![]() Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Finance |
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