LourdMurray Company

Description

Address: 9777 Wilshire Blvd #1018, Beverly Hills, CA 90212 Phone: (310) 300-9898: Website: : : : Place name: Hours: : : Category: Website: http://lourdcapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LourdMurray Posting publicly on the Web Write a review Reviews 1 Google review

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LourdMurray Employees

Employee
Years
Job
Industry
Cade McNown Cade McNown Beverly Hills, California Details
Cade McNown's LourdMurray Experience June 2013 - Present
Job Vice President at LourdMurray
Industry Investment Management
Experience
LourdMurray   June 2013 - Present
J.P. Morgan Asset Management   August 2011 - June 2013

Skills
Wealth Management..., Series 7, Private Banking, Asset Allocation, Fixed Income, Investments, Equities, Series 63, Asset Managment, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Investment Management

Education
UCLA   1995 — 1999
Bachelor of Arts (B.A.), History

Stacie Abram Larson Stacie Abram Larson Greater Los Angeles Area Details
Stacie Abram Larson's LourdMurray Experience October 2014 - Present
Job Client Service Director at LourdMurray
Industry Investment Management
Experience
LourdMurray   October 2014 - Present
EWAM, LLC   March 2012 - October 2014
CLARE Foundation  April 2014 - June 2014
City National Bank  March 2007 - December 2013
City National Bank  December 2005 - March 2007
City National Bank  December 2003 - December 2005
Intel Corporation  May 2000 - September 2002

Skills
Wealth Management, Superior Client Service, Interpersonal..., Building Relationships, Management, Client Services, Portfolio Management, Investments, Strategy, Lead Generation, Vendor Management, Marketing, Budgets, Product Marketing, Event Management

Education
University of Massachusetts, Amherst   1994 — 1999
Bachelor of Science (BS), Communication, General

Malcolm Jones Malcolm Jones Los Angeles, California Details
Malcolm Jones's LourdMurray Experience June 2011 - August 2011
Job Portfolio Analyst at City National Bank
Industry Financial Services
Experience
City National Bank  October 2014 - Present
UCLA  June 2010 - June 2014
UCLA  June 2013 - August 2013
Northwestern Mutual  December 2012 - May 2013
LourdMurray   June 2011 - August 2011

Skills
Time Management, Microsoft Word, Microsoft Excel, Research, Social Networking, PowerPoint, Event Planning, Social Media, Teamwork, Social Skills, Public Relations, Analysis, Microsoft Office, Sales, Facebook, Typing, Financial Analysis, Financial Reporting

Education
UCLA   2010 — 2014
Bachelor's degree, Economics

Charlotte Berry Charlotte Berry Los Angeles, California Details
Charlotte Berry's LourdMurray Experience November 2012 - Present
Job Client Service Associate at LourdMurray
Industry Financial Services
Experience
LourdMurray   November 2012 - Present
Hyatt Regency  2012 - 2012
Enterprise Information Services  June 2010 - December 2011

Skills
Government Contracting, Microsoft Office, Project Management, Microsoft Excel, Access, International Relations, Government, Proposal Writing, Strategic Planning, Program Management, Project Planning

Education
The George Washington University   2008 — 2010
Bachelor of Arts (B.A.), International Relations and Affairs

School for International Training   2009 — 2009

Boston University   2006 — 2008

Miss Porter's School
High School Diploma

Helen Chu, CFA, CFP® Helen Chu, CFA, CFP® Los Angeles, California Details
Helen Chu, CFA, CFP®'s LourdMurray Experience August 2015 - Present
Job Associate Advisor at LourdMurray
Industry Financial Services
Experience
LourdMurray   August 2015 - Present
Signature Estate and Investment Advisors, LLC   September 2009 - August 2015
Merrill Lynch  May 2009 - July 2009
Merrill Lynch  June 2008 - August 2008

Education
University of California, Berkeley   2004 — 2008
BA, Environmental Economics and Policy

Logan Schwartz Logan Schwartz Chicago, Illinois Details
Logan Schwartz's LourdMurray Experience June 2013 - August 2013
Job Deals Consultant, Mergers and Acquisitions Professional at PwC
Industry Management Consulting
Experience
PwC  August 2015 - Present
Leonard Green & Partners  June 2014 - August 2014
LourdMurray   June 2013 - August 2013
GSO Business Management, LLC  May 2012 - August 2012

Skills
Leadership, Microsoft Excel, Business Strategy, Management Consulting, PowerPoint, Finance, Strategic Consulting, Team Motivation, Team Leadership, Financial Analysis, Accounting

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor of Science (B.S.), Finance with High Distinction

IES Abroad   2014 — 2014

Agoura High School   2007 — 2011

Shaan Baren Shaan Baren Beverly Hills, California Details
Shaan Baren's LourdMurray Experience August 2015 - Present
Job Investment Associate at LourdMurray
Industry Financial Services
Experience
LourdMurray   August 2015 - Present
LourdMurray   May 2015 - August 2015
Syracuse Chiefs  January 2015 - May 2015
Fresh Prints  December 2012 - May 2015
Wells Fargo Advisors  May 2014 - August 2014
Insurance and Estate Planning at Parq Advisors   May 2013 - July 2013
Los Angeles Kings  June 2012 - August 2012
BDA Sports  September 2009 - August 2010

Education
Syracuse University   2011 — 2015
Bachelor’s Degree, Sport Management Major; Finance Minor, Alumnus

Wildwood Secondary School   2004 — 2011
High School

UCLA Extension
Personal Financial Planning Accelerated Program

Alec Jaffe Alec Jaffe Greater Los Angeles Area Details
Alec Jaffe's LourdMurray Experience May 2012 - July 2012
Job Sales and Marketing Manager at Memeni
Industry Computer Software
Experience
Memeni   June 2015 - Present
AEG  May 2014 - April 2015
Steinberg Sports and Entertainment  February 2014 - April 2014
University of Southern California  August 2011 - December 2013
Alpha Epsilon Pi  January 2013 - November 2013
Creative Artists Agency  June 2013 - August 2013
LourdMurray   May 2012 - July 2012
Rialto Capital Management  June 2011 - August 2011

Skills
Facebook, Social Media, Sports, Research, Blogging, Teamwork, Social Media Marketing, Microsoft Office, Manage Client..., Endorsements, iMovie, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Outlook, Social Networking, Mac, Editing, Nonprofits, Team Building, Leadership, Fundraising, Analysis, Sponsorship, Marketing, Management, Customer Service, Marketing Strategy, Event Management, CRM

Education
University of Southern California   2011 — 2014
Bachelors of Science, Business Administration

Laguna Beach High School   2006 — 2010
High School Diploma

Catherine Mahtook Hollander Catherine Mahtook Hollander New Orleans, Louisiana Details
Catherine Mahtook Hollander's LourdMurray Experience July 2012 - August 2012
Job OffPremise Wine Sales Representative
Industry Wine and Spirits
Experience
Republic National Distributing Company  August 2015 - Present
T.A.S.K. by Twinatics   August 2013 - Present
Talk'N T-shirts   August 2014 - July 2015
Growing Up Fit Together   January 2013 - March 2014
LourdMurray   July 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Website Development, Website Building, Social Media Marketing, Social Networking, Sales Operations, Customer Service, Customer Relations, Personal Training, Brand Development, Sales Order Processing, Consumer Marketing, Facebook Fan Page..., Organization Skills, Email Marketing Software, Email Newsletter Design, Data Entry

Education
Louisiana State University   2010 — 2014
Bachelor’s Degree, Mass Communication/Media Studies

Eric Matthews Eric Matthews Beverly Hills, California Details
Eric Matthews's LourdMurray Experience February 2015 - Present
Job Wealth Advisor
Industry Financial Services
Experience
LourdMurray   February 2015 - Present
Whiteheart Foundation   April 2010 - Present

Education
New York University   2013 — 2014
Certified FInancial Planner Executive Certificate Program

University of California, Los Angeles   2011 — 2011

University of California, Riverside   2000 — 2005
Business Finance

Joe Chrisman, CFA Joe Chrisman, CFA Greater Los Angeles Area Details
Joe Chrisman, CFA's LourdMurray Experience May 2010 - July 2015
Job Partner at Monograph Wealth Advisors
Industry Financial Services
Experience
Monograph Wealth Advisors   July 2015 - Present
LOURDMURRAY   May 2010 - July 2015
Dimensional Fund Advisors  April 2002 - April 2010

Skills
Alternative Investments, Investment Strategies, Asset Allocation, Hedge Funds, Financial Analysis, Portfolio Management, Trading, Private Equity, Capital Markets, Financial Advisory, Estate Planning, Financial Modeling, Series 7, Asset Management, Valuation, Strategic Financial..., Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Investment Management, ETFs, Asset Managment, Fixed Income, Equities, Securities, Bloomberg, Chartered Financial..., Series 63

Education
Cornell University   1999 — 2001
BS, Applied Economics and Business Management

Cornell University
Bachelor