| Sociétés | Poste | Début | Fin |
|---|---|---|---|
LWS Wealth Advisors, Inc.
 LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Directeur Général | 01/01/2012 | 01/03/2024 |
| Compliance Officer | 01/01/2012 | 01/03/2024 | |
| Fondateur | 01/01/2012 | 01/03/2024 | |
| Gestionnaire de Portefeuille-Actions | 01/01/2012 | 01/03/2024 | |
| President | 01/01/2012 | 01/03/2024 |
| University of Maryland | Graduate Degree |
Internationale
| Etats-Unis | 3 |
Opérationnelle
| Chief Executive Officer | 1 |
| Compliance Officer | 1 |
| Founder | 1 |
Sectorielle
| Finance | 2 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 1 |
|---|---|
LWS Wealth Advisors, Inc.
LWS Wealth Advisors, Inc. Investment ManagersFinance LWS Wealth Advisors, Inc. (LWS) is a SEC-registered investment advisor and wealth management firm headquartered in Basking Ridge, New Jersey. The firm was founded by Lance A. Lipset in 2012. They were acquired by MAI Capital Management LLC in 2024. LWS provides financial planning and asset management services to high-net-worth individuals. | Finance |
