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Career history of Daniel Akers
Former positions of Daniel Akers
Companies | Position | Start | End |
---|---|---|---|
Altavista Wealth Management, Inc.
![]() Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Chief Executive Officer | 2003-03-31 | 2022-02-24 |
Portfolio Manager-Equities | 2003-03-31 | 2022-02-24 | |
President | 2003-03-31 | 2022-02-24 | |
Treasurer | 2010-05-24 | 2022-02-24 | |
Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - | - |
Training of Daniel Akers
University of Virginia | Undergraduate Degree |
Wake Forest University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Chief Executive Officer | 1 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Altavista Wealth Management, Inc.
![]() Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Finance |
Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
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