Taylor Ross Herzog
Career history of Taylor Ross Herzog
Former positions of Taylor Ross Herzog
| Companies | Position | Start | End |
|---|---|---|---|
Lake Point Wealth Management LLC
 Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Chief Investment Officer | 2018-03-31 | 2020-01-31 |
| Head of Private Banking | 2018-03-31 | 2020-01-31 |
Training of Taylor Ross Herzog
| Texas Christian University | Undergraduate Degree |
| Southern Methodist University | Graduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Lake Point Wealth Management LLC
Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Finance |
- Stock Market
- Insiders
- Taylor Ross Herzog
- Experience
