Anita L. Lohman
Profile
Prior to joining CMA, Ms. Lohman was a Regional Managing Director for SunTrust, Personal Asset Management where she managed the investment staff in the North and Central Florida regions.
The group managed approximately $4 billion in assets for high net worth clients, and she personally managed approximately $200 million for individual clients.
She has worked in the capital markets since 1982, starting her career at Nationwide Insurance Company, joining The Investment Counsel Company in 1985, and joining SunTrust in 2000.
Ms. Lohman received her BA in Economics from Rollins College and earned the Chartered Financial Analyst Designation in 1995.
She is a member of the CFA Institute and is a past president of the CFA Society of Orlando.
She is based in our Orlando, FL headquarters.
Former positions of Anita L. Lohman
Companies | Position | End |
---|---|---|
SunTrust Bank, Central Florida NA (Orlando) | Corporate Officer/Principal | - |
Investment Counsel Co. | Corporate Officer/Principal | - |
Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Portfolio Manager-Equities | - |
Training of Anita L. Lohman
Rollins College (Florida) | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Capital Management Associates LLC
Capital Management Associates LLC Investment ManagersFinance Founded in 2004 by David Russo and Beth Lang, Capital Management Associates LLC is a registered investment advisor located in Orlando, Florida. The firm is a Capital Management Associates, Inc. (CMA) is a subsidiary of ICC Capital Management, Inc. They provide wealth management services to private clients and also manage investments for various police, fire and general employee pension funds and several union pension funds. In addition, Capital Management Associates manages assets for non-profit eleemosynary organizations. | Finance |
SunTrust Bank, Central Florida NA (Orlando) | Finance |
Investment Counsel Co. | Finance |
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