Francis V. Lorenzo
Founder at Loren Investment Group, Inc.
Profile
Francis V.
Lorenzo has been Managing Director of Charles Vista LLC.
He was Vice President, Secretary and a Director of Mobiform Software, Inc. from April 2001 to April 7, 2009.
He was a Managing Director of OTC Solutions LLC.
In 1986, he joined Speer, Leeds & Kellogg Investors, Inc. as an Arbitrage Assistant and is Founder of Loren Investment Group, Inc.
Francis V. Lorenzo active positions
| Companies | Position | Start |
|---|---|---|
| Loren Investment Group, Inc. | Founder | 2011-02-13 |
John Thomas Financial, Inc.
 John Thomas Financial, Inc. Financial ConglomeratesFinance John Thomas Financial, Inc. provides investment and financial consulting services. The private company is based in New York, NY. The CEO of the company is Thomas Belesis. | Corporate Officer/Principal | - |
Charles Vista LLC
 Charles Vista LLC Investment ManagersFinance Charles Vista LLC provides financial advisory, wealth management and investment banking services. The company was founded by Gregg C. Lorenzo and is headquartered in New York, NY. | Corporate Officer/Principal | 2009-04-20 |
Hunter Wise Financial Group LLC
 Hunter Wise Financial Group LLC Finance/Rental/LeasingFinance Hunter Wise Financial Group LLC provides financial services. The private company is based in Irvine, CA and has subsidiaries in United States. The company was founded by Fred G. Jager. | Corporate Officer/Principal | 2010-12-01 |
Former positions of Francis V. Lorenzo
| Companies | Position | End |
|---|---|---|
| B-SCADA, INC. | Director/Board Member | 2009-04-06 |
Mercer Capital Ltd.
 Mercer Capital Ltd. Investment Banks/BrokersFinance Mercer Capital, Ltd. is an independent broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 2007-11-30 |
Spear, Leeds & Kellogg Specialists LLC
 Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Spear, Leeds & Kellogg Specialists LLC (SLK) provides investment services. It also makes markets for some 7,000 Nasdaq and over-the-counter stocks. It is a subsidiary of The Goldman Sachs Group, the firm lines up buyers and sellers of stock at fixed prices and buys or sells stocks itself to offset wide price fluctuations. SLK was founded in 1931 and is headquartered in New York, NY | Corporate Officer/Principal | - |
| OTC Solutions LLC | Corporate Officer/Principal | - |
Training of Francis V. Lorenzo
| The University of Colorado | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| B-SCADA, INC. | Technology Services |
| Private companies | 7 |
|---|---|
| OTC Solutions LLC | |
| Loren Investment Group, Inc. | |
Mercer Capital Ltd.
Mercer Capital Ltd. Investment Banks/BrokersFinance Mercer Capital, Ltd. is an independent broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
John Thomas Financial, Inc.
John Thomas Financial, Inc. Financial ConglomeratesFinance John Thomas Financial, Inc. provides investment and financial consulting services. The private company is based in New York, NY. The CEO of the company is Thomas Belesis. | Finance |
Spear, Leeds & Kellogg Specialists LLC
Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Spear, Leeds & Kellogg Specialists LLC (SLK) provides investment services. It also makes markets for some 7,000 Nasdaq and over-the-counter stocks. It is a subsidiary of The Goldman Sachs Group, the firm lines up buyers and sellers of stock at fixed prices and buys or sells stocks itself to offset wide price fluctuations. SLK was founded in 1931 and is headquartered in New York, NY | Finance |
Charles Vista LLC
Charles Vista LLC Investment ManagersFinance Charles Vista LLC provides financial advisory, wealth management and investment banking services. The company was founded by Gregg C. Lorenzo and is headquartered in New York, NY. | Finance |
Hunter Wise Financial Group LLC
Hunter Wise Financial Group LLC Finance/Rental/LeasingFinance Hunter Wise Financial Group LLC provides financial services. The private company is based in Irvine, CA and has subsidiaries in United States. The company was founded by Fred G. Jager. | Finance |
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