Paul Lountzis
Chief Executive Officer at Lountzis Asset Management LLC
Paul Lountzis active positions
Companies | Position | Start | End |
---|---|---|---|
Lountzis Asset Management LLC
Lountzis Asset Management LLC Investment ManagersFinance Lountzis Asset Management LLC (Lountzis) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Wyomissing, Pennsylvania. The firm was founded by Apostolos “Paul” Lountzis in 2000. Lountzis operates as a multi-family office that serves families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios. | Chief Executive Officer | 2000-09-30 | - |
Chief Investment Officer | 2009-07-09 | - | |
Compliance Officer | 2000-09-30 | - | |
Founder | 2000-09-30 | - | |
Portfolio Manager-Equities | 2009-07-09 | - | |
President | 2009-07-09 | - |
Career history of Paul Lountzis
Former positions of Paul Lountzis
Companies | Position | Start | End |
---|---|---|---|
Ruane, Cunniff & Goldfarb, Inc.
Ruane, Cunniff & Goldfarb, Inc. Investment ManagersFinance Founded by William J. Ruane in 1969, Ruane, Cunniff & Goldfarb, Inc. is a registered investment advisor headquartered in New York City. The firm provides investment advisory services on a discretionary basis to their clients, which include individuals and institutions with separately managed accounts, private funds, and the Sequoia Fund, Inc., a registered investment company. They also provide advisory services to private funds intended for sophisticated investors and institutional investors. ^ | Portfolio Manager-Equities | 1998-12-30 | 1998-12-30 |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Analyst-Equity | 1989-12-30 | 1989-12-30 |
Training of Paul Lountzis
Albright College | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Lountzis Asset Management LLC
Lountzis Asset Management LLC Investment ManagersFinance Lountzis Asset Management LLC (Lountzis) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Wyomissing, Pennsylvania. The firm was founded by Apostolos “Paul” Lountzis in 2000. Lountzis operates as a multi-family office that serves families, business-owners, high-net worth individuals, institutions and retirement plans, with fully customized portfolios. | Finance |
Ruane, Cunniff & Goldfarb, Inc.
Ruane, Cunniff & Goldfarb, Inc. Investment ManagersFinance Founded by William J. Ruane in 1969, Ruane, Cunniff & Goldfarb, Inc. is a registered investment advisor headquartered in New York City. The firm provides investment advisory services on a discretionary basis to their clients, which include individuals and institutions with separately managed accounts, private funds, and the Sequoia Fund, Inc., a registered investment company. They also provide advisory services to private funds intended for sophisticated investors and institutional investors. ^ | Finance |
Royce & Associates LP
Royce & Associates LP Investment ManagersFinance Royce & Associates LP, dba Royce Investment Partners (Royce), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Charles Royce in 1972 and is a subsidiary of Legg Mason Royce Holdings LLC, which is ultimately owned by Franklin Resources, Inc. (NYSE: BEN). Royce offers investment advisory services to US registered investment companies, non-US investment companies, collective investment trusts, two separate series of a privately offered limited liability company, and institutional separate accounts managed for a pension plan and a charitable organization. | Finance |
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