Jen Flaherty
Portfolio Manager-Equities at Liberty Wealth Advisors LLC
Jen Flaherty active positions
Companies | Position | Start | End |
---|---|---|---|
Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Portfolio Manager-Equities | 2007-12-31 | - |
Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Portfolio Manager-Equities | 2022-11-30 | - |
Career history of Jen Flaherty
Training of Jen Flaherty
Michigan State University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Finance |
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