Paul Lountzis
Chief Executive Officer at Lountzis Asset Management LLC
Profile
Mr. Apostolos J.
Lountzis is a President at Lountzis Asset Management LLC.
He began his investment career working for Royce & Associates, a small-cap mutual fund company based in New York, NY, from 1989 through 1990.
Prior to forming Lountzis Asset Management, LLC, Mr. Lountzis was employed by Ruane, Cunniff & Company, Inc., New York, NY, a registered investment adviser managing the Sequoia Mutual Fund as well as private accounts, from 1990 through 1999 as an analyst, and as a partner from 1995 through 1999.
At Ruane, Cunniff & Company, Inc., Bill Ruane assigned him to conduct a number of specific research projects for the consideration of Warren E.
Buffett, Chairman and CEO of Berkshire Hathaway, Inc.
He received his undergraduate degree from Albright College.
Paul Lountzis active positions
Companies | Position | Start |
---|---|---|
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 |
Former positions of Paul Lountzis
Companies | Position | End |
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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 |
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 |
Training of Paul Lountzis
Albright College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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 |
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 |
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