Profil
Mr. Lucas R.
Belanger is a Private Wealth Advisor at Verdence Capital Advisors LLC.
His role includes research and support to the Financial Investment Committee Team.
He is responsible for working with the due diligence and strategy team, conducting portfolio analysis, managerial oversight, and serving as an integral member of the financial planning team.
He received his bachelor’s degree in Finance and Financial Management Services from the Kogod School of Business at American University.
Postes actifs de Lucas R. Belanger
| Sociétés | Poste | Début |
|---|---|---|
Verdence Capital Advisors LLC
 Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Analyst-Equity | 01/07/2017 |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Verdence Capital Advisors LLC
Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Finance |
