Daniel Akers

Plus aucun poste en cours

Finance

Consumer Services

Profil

Mr. Lewis D.
Akers is a Managing Principal & Financial Advisor at Altavista Wealth Management, Inc. Within Altavista, he manages high net worth individuals and institutional relationships.
As Altavista’s President, he provides administration, budgeting and corporate governance for the entire firm.
He is a financial planning and investment management professional with over two decades of industry experience.
Mr. Akers spent eight years at the trust division of Wachovia Bank of North Carolina’s Trust Division, the last two as the manager of the firm’s trust marketing effort for the Winston-Salem market.
Mr. Akers received his Bachelor's degree from the University of Virginia and an MBA from Wake Forest University.

Anciens postes connus de Daniel Akers

Sociétés	Poste	Fin
Altavista Wealth Management, Inc. Altavista Wealth Management, Inc. Investment ManagersFinance Altavista seeks to produce superior risk adjusted returns through a disciplined investment approach and active asset allocation strategy that diversifies portfolios across stocks, bonds, real estate, alternative investments and cash equivalents.	Directeur Général	25/02/2022
Wachovia Bank, NA (Winston-Salem, North Carolina) Wachovia Bank, NA (Winston-Salem, North Carolina) Major BanksFinance Nationally chartered commercial bank	Corporate Officer/Principal	-

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Entreprise privées	4
Altavista Wealth Management, Inc. Altavista Wealth Management, Inc. Investment ManagersFinance Altavista seeks to produce superior risk adjusted returns through a disciplined investment approach and active asset allocation strategy that diversifies portfolios across stocks, bonds, real estate, alternative investments and cash equivalents.	Finance
University of Virginia University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wake Forest University Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wachovia Bank, NA (Winston-Salem, North Carolina) Wachovia Bank, NA (Winston-Salem, North Carolina) Major BanksFinance Nationally chartered commercial bank	Finance