Joshua U. Weiss
Career history of Joshua U. Weiss
Former positions of Joshua U. Weiss
| Companies | Position | Start | End |
|---|---|---|---|
| Banc of America Capital Management LLC | Portfolio Manager-Equities | - | 1996-12-31 |
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Chief Investment Officer | 1996-12-31 | - |
| Portfolio Manager-Equities | 1996-12-31 | - | |
| Portfolio Manager-Fixed Income | 1996-12-31 | - |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance Litman Gregory Wealth Management LLC (LGWM) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm was founded in 1987 and previously known as Litman Gregory Asset Management LLC. Formerly owned by Litman Gregory Capital Partners LLC, the firm was acquired in June 2021 by iM Global Partner SAS in France. LGWM provides independent investment management services to individuals, multi-generational families, nonprofits, banks, trusts, estates, charitable organizations and pension and profit-sharing plans. | Finance |
| Banc of America Capital Management LLC | Finance |
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- Joshua U. Weiss
- Experience
