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Advisor at LONE PEAK GLOBAL INVESTORS, LLC
Chicago, IL | ALPINE, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LONE PEAK GLOBAL INVESTORS, LLC | Mixed wealth | Jun 11, 2021 | n/a | yes | ALPINE, UT|Chicago, IL | Current employment |
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Aug 21, 2015 | Jun 7, 2021 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Oct 25, 2013 | Aug 4, 2015 | no | ATLANTA, GA|DOWNERS GROVE, IL | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | May 9, 2011 | Oct 7, 2013 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY L.L.C. | LONE PEAK GLOBAL INVESTORS, LLC | Jun 7, 2021 | Jun 11, 2021 | 4 | Firm change | Other |
| INVESCO ADVISERS, INC. | WILLIAM BLAIR & COMPANY L.L.C. | Aug 4, 2015 | Aug 21, 2015 | 17 | Firm change | Other |
| PNC WEALTH MANAGEMENT | INVESCO ADVISERS, INC. | Oct 7, 2013 | Oct 25, 2013 | 18 | Firm change | Other |