Lowenhaupt Global Advisors

Description

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

Lowenhaupt Global Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lowenhaupt Global Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Lowenhaupt Global Advisors Salaries. You can even request information on how much does Lowenhaupt Global Advisors pay if you want to. Learn about salaries, pros and cons of working for Lowenhaupt Global Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

10 Lowenhaupt Global Advisors employees in database. Find out everything there's to know about Lowenhaupt Global Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Lowenhaupt Global Advisors Employees

Employee
Years
Job
Industry
Sebastian Gomez Sebastian Gomez Miami, Florida Details
Sebastian Gomez's Lowenhaupt Global Advisors Experience September 2013 - Present
Job Family Office & Investment Performance Measurement Administrator
Industry Financial Services
Experience
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

Daniel DeSimone Daniel DeSimone Greater New York City Area Details
Daniel DeSimone's Lowenhaupt Global Advisors Experience September 2009 - October 2011
Job Chief Investment Officer
Industry Investment Management
Experience
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

Janet Burch Janet Burch Greater St. Louis Area Details
Janet Burch's Lowenhaupt Global Advisors Experience March 2011 - March 2015
Job Administration and Operations
Industry Financial Services
Experience
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

Christopher S. Thompson, JD Christopher S. Thompson, JD Greater St. Louis Area Details
Christopher S. Thompson, JD's Lowenhaupt Global Advisors Experience 2005 - 2010
Job Managing Member at Central Group, LLC
Industry Law Practice
Experience
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

Kelly Brosnan Kelly Brosnan Greater St. Louis Area Details
Kelly Brosnan's Lowenhaupt Global Advisors Experience April 2006 - April 2007
Job Executive Administrative Assistant
Industry Financial Services
Experience
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

Kim Noltkamper Kim Noltkamper Belleville, Illinois Details
Kim Noltkamper's Lowenhaupt Global Advisors Experience September 2008 - Present
Job Family Office Administrator at Lowenhaupt Global Advisors
Industry Investment Management
Experience
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

John Stieven, Sr. CFA®, CFP® John Stieven, Sr. CFA®, CFP® Greater St. Louis Area Details
John Stieven, Sr. CFA®, CFP®'s Lowenhaupt Global Advisors Experience March 2008 - June 2011
Job President, J.S.S. Consulting
Industry Financial Services
Experience
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

Blanche Francis Blanche Francis Greater New York City Area Details
Blanche Francis's Lowenhaupt Global Advisors Experience October 2006 - Present
Job Executive Assistant at Lowenhaupt Global Advisors
Industry Financial Services
Experience
Lowenhaupt Global Advisors   October 2006 - Present

Education
Adelphi University   1975 — 1979

Pamela Lent, CFA Pamela Lent, CFA Greater New York City Area Details
Pamela Lent, CFA's Lowenhaupt Global Advisors Experience October 2006 - Present
Job Senior Investment Advisor at Lowenhaupt Global Advisors
Industry Investment Management
Experience
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

Sandra James Sandra James Greater St. Louis Area Details
Sandra James's Lowenhaupt Global Advisors Experience June 2009 - October 2011
Job Paralegal, Notary Public and Executive Assistant
Industry Legal Services
Experience
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