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Career history of Lucas Doe
Former positions of Lucas Doe
Companies | Position | Start | End |
---|---|---|---|
Heron Financial Group LLC
![]() Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 2010-12-31 | - |
Director of Research - Equity | 2010-12-31 | - | |
Portfolio Manager-Equities | 2010-12-31 | - |
Training of Lucas Doe
University of Virginia Darden School of Business | Masters Business Admin |
University of Virginia | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Heron Financial Group LLC
![]() Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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