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Profil
Ms. Lisa C.
Longest is a Senior Analyst at Capital Advisory Group since 2000.
Ms. Longest worked at Crestar Bank.
Ms. Longest received a BS in Business Administration from Virginia Polytechnic Institute & State University and an MS in Finance from Virginia Commonwealth University.
She is also an Accredited Investment Fiduciary.
Anciens postes connus de Lisa Carolyn Longest
| Sociétés | Poste | Fin |
|---|---|---|
Crestar Bank (Richmond, Virginia)
 Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | 30/12/1999 |
CapGroup Advisors LLC
 CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Analyst-Equity | - |
Formation de Lisa Carolyn Longest
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Crestar Bank (Richmond, Virginia)
Crestar Bank (Richmond, Virginia) Regional BanksFinance State chartered commercial bank | Finance |
CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Finance |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Virginia Commonwealth University
 Virginia Commonwealth University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
