Lowenhaupt Global Advisors
Address: 1441 Brickell Ave # 1400, Miami, FL 33131 Phone: (786) 263-9867Hours: Website: : : : Category: : : Place name: : Website: http://lowenhauptglobaladvisors.com/ Category: Financial Planner 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. · Own this business?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 Lowenhaupt Global Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Lowenhaupt Global Advisors Employees
Lowenhaupt Global Advisors September 2013 - Present
Eleven James March 2014 - December 2014
Quick Sol August 2010 - August 2012
Apollo Bank January 2012 - June 2012
Barry University August 2011 - June 2012
Dunlop Sports May 2008 - August 2011
Skills
Analysis, Leadership, Finance, Financial Analysis, Teamwork, Investments, Management, Business Strategy, Financial Modeling, Risk Management, Spanish, English, Market Research, Access, Customer Service, Business Analysis, Strategic Planning, Time Management, Research, Forecasting, Bloomberg Terminal, Accounting, Budgets, Team Leadership, Wealth Management, Microsoft Word, Financial Reporting, Process Improvement, Outlook, PowerPoint, Editing, Data Analysis
Education
Hult International Business School 2012 — 2013
Master in International Business
Barry University 2008 — 2012
International Finance
Hult International Business School
Master Degree Specialization in Project Management
Presage Capital Management, LLC March 2013 - Present
Citrin Cooperman & Company, LLP October 2011 - March 2013
Lowenhaupt Global Advisors September 2009 - October 2011
Presage Capital Management June 2007 - September 2009
Fidelity Investments March 1996 - May 2007
Skills
Asset Management, Estate Planning, Tax, Trading, Financial Planning, Risk Management, Financial Modeling, SAS E-Miner, SAS programming, Investments, Investment Management, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Securities, Investment Strategies, Portfolio Management, Equities, Hedge Funds, Fixed Income, Retirement Planning, Series 63, Finance, Financial Analysis, Financial Services, Financial Advisory, Valuation, Due Diligence, Capital Markets, Bloomberg, High Net Worth..., Private Equity, Retirement, Bonds, Equity Research, Wealth Management..., 401k, Derivatives, Options
Education
Northeastern University 1984 — 1988
BS, Finance & Accounting
St. Luke's Hospice / St Louis MO January 2011 - Present
Lowenhaupt Global Advisors March 2011 - March 2015
Terril & Company October 2005 - November 2009
Guaranty Trust Company of Missouri 1985 - 2005
Skills
Fixed Income, Asset Managment, Investments, Portfolio Management, Investment Strategies
Education
University of Iowa 1977 — 1979
B.B.A., Administrative Management
Central Group, LLC 2012 - Present
Greenway Family Office 2010 - 2012
Lowenhaupt Global Advisors 2005 - 2010
Skills
High Net Worth..., Client Counseling, Wealth Management, Risk Management, Asset Protection, Wealth Preservation..., Multi-generational..., Philanthropy, Estate Planning, Strategic Financial..., Investment Strategies, Trustee, Trust Management, Advocate
Education
Saint Louis University School of Law
JD
Washington University in St. Louis - Olin Business School
MBA
University of Colorado Boulder
BA, English
Scottrade, Inc. June 2008 - Present
Express Scripts April 2007 - June 2008
Lowenhaupt Global Advisors April 2006 - April 2007
Perficient February 2005 - March 2006
The Commerce Trust Company May 2001 - January 2005
Lincoln Industrial November 1999 - May 2001
Ernst & Young November 1998 - October 1999
Bank of America April 1992 - November 1998
Skills
Windows, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SharePoint, Visio, Access, Human Resources, Leadership, Management, Customer Service, Time Management, Finance, Budgets, Marketing, Strategy, Project Management, Strategic Planning, Team Building, Event Planning, Event Management, Facebook, 10 Key, Legal Research, Networking, Training, Troubleshooting
Education
St. Louis Community College
Associates, Business
Lowenhaupt Global Advisors September 2008 - Present
TIAA-CREF Trust Co., FSB December 2007 - September 2008
Scott Credit Union April 2006 - December 2007
A.G. Edwards Trust Company, FSB April 2004 - April 2006
A.G. Edwards Trust Company, FSB November 2000 - April 2004
A.G. Edwards & Sons, Inc. October 1999 - November 2000
Skills
Organizing Meetings, Executive Support, Calendaring, Investments, Administrative..., CRM, Finance, Microsoft Office, Management, Microsoft Excel, Risk Management, Financial Analysis, Customer Service, Travel Arrangements, Banking
Education
Southwestern Illinois College
Associate of Science (A.S.), Business Administration and Management, General
Maryville University August 2015 - Present
J.S.S. Consulting, LLC July 2011 - Present
Big Ol' Bee Company, LLC February 2011 - Present
Webster University September 2003 - Present
Scottrade September 2012 - May 2015
Lowenhaupt Global Advisors March 2008 - June 2011
Becker Professional Review January 2008 - June 2011
St. Elizabeth Academy February 2008 - May 2011
Fontbonne University 1999 - 2010
A.G. Edwards Trust Company 2000 - 2007
Skills
Portfolio Management, Process Improvement, Operations Optimization, Investments, Financial Analysis, Simulation, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Private Equity, Commodities, Alternative Investments, Investment Strategies, Options, Forecasting, Valuation, Equities, Hedge Funds, Fixed Income, Derivatives, Due Diligence, Insurance, Analysis, Commodity, Asset Managment, Investment Management, Banking, Finance, Bloomberg, Financial Advisory, Simulations, Leadership, Mutual Funds, Operations Management, Entrepreneurship, Management, Risk Management, Economics, Strategic Financial..., Bonds, Accounting, Equity Research
Education
Air Force Institute of Technology 1991 — 1993
MS, Operations Research
SLUH
Central Michigan University
MS, Management
Parks College -- St. Louis University
BS, Aeronautical Engineering
Lowenhaupt Global Advisors October 2006 - Present
Education
Adelphi University 1975 — 1979
Lowenhaupt Global Advisors October 2006 - Present
Atlantic Trust Private Wealth Management 1983 - 2006
Stein Roe and Farnham 1983 - 2006
Atlantic Trust/Stein Roe Investment Counsel 1983 - 2006
Stein Roe 1983 - 2006
Skills
Asset Managment, Alternative Investments, Asset Management, Investment Strategies, Investments, Hedge Funds, Investment Advisory, Private Equity, Mutual Funds, Wealth Management..., Portfolio Management, Strategic Financial..., Wealth Management, Investment Management, Fixed Income, Equities, Securities, Asset Allocation, Estate Planning
Education
Colorado College
BA
New York University
MBA
Seeking Immediate Opportunity April 2012 - Present
Sandra's Exquisite Designs October 2011 - Present
Baklage and Knodell February 2014 - April 2014
Robert Half Legal February 2012 - March 2012
Lowenhaupt Global Advisors June 2009 - October 2011
Talbots August 2006 - April 2010
Sandra's Exquisite Designs 1998 - 2002
Skills
Paralegal Associates, Degree, Team Building, Customer Service, Customer Relations, Typing, Shorthand, Compliance, Microsoft Office, Scheduling, Supervisory Skills, Organizing, Corporate Social..., Corporate Governance, Legal Compliance, Healthcare, Hazardous Waste..., Hazardous Materials, Risk Management, Fundraising, Word, Workers Compensation, Workflow, Contract Management, Event Planning, Event Management, Telecommunications, Transportation, Employee Relations, Retail, Dictation, Dictaphone, Labor Relations, Travel Management, Assisting Executives, Executive..., Personal Assistant, Managed Hosting, Process Scheduler, Negotiation, Sales, Software Documentation, Public Speaking, Microsoft Word
Education
St. Louis Community College 2008 — 2010
Associate of Arts (AA), Paralegal
Fontbonne University 1997 — 1998
Business Administration
Saint Louis University 1992 — 1994
Business Administration and Management, General