Career history of Leanne M. DeVey
Former positions of Leanne M. DeVey
| Companies | Position | Start | End |
|---|---|---|---|
Investors Asset Management, Inc.
 Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Investment Committee Member | 2008-12-30 | 2008-12-30 |
| Portfolio Manager-Equities | 2008-12-30 | 2008-12-30 | |
| Portfolio Manager-Fixed Income | 2008-12-30 | 2008-12-30 | |
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Investment Committee Member | 2012-12-31 | - |
| Portfolio Manager-Equities | 2012-12-31 | - | |
| Portfolio Manager-Fixed Income | 2012-12-31 | - |
Training of Leanne M. DeVey
| Texas Woman's University | Undergraduate Degree |
| University of North Texas | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Investment Committee Member | 2 |
| Portfolio Manager-Equities | 2 |
| Portfolio Manager-Fixed Income | 2 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Investors Asset Management, Inc.
Investors Asset Management, Inc. Investment ManagersFinance Founded in 1983, Investors Asset Management, Inc. (IAM) is a registered investment advisor based in Plano, Texas. Their clients include individuals, trusts, institutions and retirement plans. | Finance |
Burns Wealth Management, Inc.
Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | Finance |
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