About David M. Carter of LENOX WEALTH ADVISORS
David M. Carter is Chief Investment Officer/President at Lenox Wealth Advisors Inc. and has been affiliated with Lenox Wealth Advisors Inc. since January-2012.
Lenox Wealth Advisors Inc. is an investment advisor that manages 763 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 798MM in positions, which represents 105% of the manager's regulatory AUM.
For more on Lenox Wealth Advisors Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Lenox Wealth Advisors Inc. is an investment advisor that manages 763 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions. The managers's latest filing has disclosed 798MM in positions, which represents 105% of the manager's regulatory AUM.
For more on Lenox Wealth Advisors Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
LENOX WEALTH ADVISORS StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +0.5%/yr
Co-workers of David M. Carter at LENOX WEALTH ADVISORS
Name | Title | In Position Since |
---|
Gregory K. Reynholds | Chief Compliance Officer/Senior Portfolio Manager | January-2013 |
Michael A. Book | Managing Director | January-2012 |
Gregory K. Large | Managing Director | January-2012 |
Rick P. Van Benschoten | Managing Director | January-2012 |
David B. Schrohe | Executive Vice President | April-2013 |
Christina D. Cade | Chief Financial Officer/Vice President/Treasurer | January-2012 |
Edward G. O'Malley | Director | February-2015 |
Brett R. Schneider | Director | November-2011 |
Michael A. Evan | Director/Vice President | September-2013 |
Fundamental & Technical Factor Exposure
David M. Carter Office Address
340 MADISON AVE
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10173
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10173
David M. Carter Contact Information
Phone Number: 212-231-9062
Fax Number: 212-231-9069
Website: null
Fax Number: 212-231-9069
Website: null
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