Alan Bruce Lancz
Chief Executive Officer at Alan B. Lancz & Associates, Inc.
Alan Bruce Lancz active positions
Companies | Position | Start | End |
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Alan B. Lancz & Associates, Inc.
Alan B. Lancz & Associates, Inc. Investment ManagersFinance Alan B. Lancz & Associates, Inc. (ABL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Toledo, Ohio. The firm was founded by Alan B. Lancz in 1985. ABL provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable institutions, foundations, endowments, retirement plan participants, family offices and numerous trust accounts. | Chief Executive Officer | 1985-02-28 | - |
Compliance Officer | 1985-02-28 | - | |
Founder | 1985-02-28 | - | |
President | 1985-02-28 | - |
Career history of Alan Bruce Lancz
Training of Alan Bruce Lancz
University of Toledo (Ohio) | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Founder | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Alan B. Lancz & Associates, Inc.
Alan B. Lancz & Associates, Inc. Investment ManagersFinance Alan B. Lancz & Associates, Inc. (ABL) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Toledo, Ohio. The firm was founded by Alan B. Lancz in 1985. ABL provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable institutions, foundations, endowments, retirement plan participants, family offices and numerous trust accounts. | Finance |
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