Profile
Lucas Doe worked as a Portfolio Manager at Heron Financial Group LLC.
He obtained an MBA from the University of Virginia Darden School of Business in 2004.
He also completed a graduate degree at the University of Virginia in the same year.
Former positions of Lucas Doe
Companies | Position | End |
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Heron Financial Group LLC
Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Director of Research - Equity | - |
Training of Lucas Doe
University of Virginia | Graduate Degree |
University of Virginia Darden School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Heron Financial Group LLC
Heron Financial Group LLC Investment ManagersFinance Heron Financial Group LLC, dba Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor headquartered in New York City. The firm was founded by David Edwards in 2007, and is the successor business to Heron Capital Management, Inc., founded in 1996. In 2023, they were acquired by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers personalized confidential financial planning, estate planning, and investment management to individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
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