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Henry Becker
Analyst-Equity at Wealth Enhancement Advisory Services LLC
Henry Becker active positions
Companies | Position | Start | End |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Analyst-Equity | 2021-06-30 | - |
Portfolio Manager-Equities | 2021-06-30 | - |
Career history of Henry Becker
Former positions of Henry Becker
Companies | Position | Start | End |
---|---|---|---|
Lighthouse Financial Advisors, Inc. (Maryland)
![]() Lighthouse Financial Advisors, Inc. (Maryland) Investment ManagersFinance Part of Wealth Enhancement Group LLC, Lighthouse Financial Advisors, Inc. (Maryland) is a company that provides investment advice. The company is based in New Market, MD. The company was founded in 2000. Lighthouse Financial Advisors, Inc. (Maryland was acquired by Wealth Enhancement Group LLC on July 01, 2021. | Director of Research - Equity | 2011-08-31 | 2021-06-30 |
Sustainable Investment Strategies LLC
![]() Sustainable Investment Strategies LLC Investment ManagersFinance Sustainable Investment Strategies LLC is an investment advisor located in New Market, Maryland. | Chief Investment Officer | - | - |
Portfolio Manager-Equities | - | - | |
Portfolio Manager-Fixed Income | - | - | |
President | - | - |
Training of Henry Becker
University of Pittsburgh | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Chief Investment Officer | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Lighthouse Financial Advisors, Inc. (Maryland)
![]() Lighthouse Financial Advisors, Inc. (Maryland) Investment ManagersFinance Part of Wealth Enhancement Group LLC, Lighthouse Financial Advisors, Inc. (Maryland) is a company that provides investment advice. The company is based in New Market, MD. The company was founded in 2000. Lighthouse Financial Advisors, Inc. (Maryland was acquired by Wealth Enhancement Group LLC on July 01, 2021. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
Sustainable Investment Strategies LLC
![]() Sustainable Investment Strategies LLC Investment ManagersFinance Sustainable Investment Strategies LLC is an investment advisor located in New Market, Maryland. | Finance |
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