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Profil
Mr. Theodore J.
Doremus is a Chief Executive Officer, Chief Compliance Officer & Portfolio Manager at Preston Wealth Advisors LLC.
He Co-founded Preston Wealth Advisors in 2012 with the vision and leadership to help high net worth individuals manage, grow and protect their assets.
He has over 25 years experience in the financial industry.
Prior to forming Preston Wealth Advisors, he served as a wealth advisor at Lara, Shull & May, LLC, a Virginia based investment firm, where Alliance Capital named him an elite advisor for outstanding achievement in financial services in multiple years, and was featured in Rep Magazine as an advisor of choice to high net worth individuals.
He received his B.S.
in Political Science from Hampden-Sydney College.
Postes actifs de TJ Doremus
| Sociétés | Poste | Début |
|---|---|---|
Preston Wealth Advisors LLC
 Preston Wealth Advisors LLC Investment ManagersFinance PWA applies a broad universe of specific securities that are carefully tailored to an individual client’s portfolio investment objectives. They also incorporate multiple asset allocation methods and investment disciplines. The firm uses proven, rigorous analysis and risk management practices derived from modern portfolio theory. | Directeur Général | 16/10/2012 |
Anciens postes connus de TJ Doremus
| Sociétés | Poste | Fin |
|---|---|---|
Lara, May & Associates LLC
 Lara, May & Associates LLC Investment ManagersFinance Lara, Shull & May's (LSM) investment approach is more concerned with preservation of capital than with seeking unrealistic returns. The firm's Registered Investment Advisors manage investments in an array of equities, ETFs, mutual funds and fixed income instruments. The Lara Options Strategy involves the writing and selling of options. | Corporate Officer/Principal | - |
Formation de TJ Doremus
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lara, May & Associates LLC
Lara, May & Associates LLC Investment ManagersFinance Lara, Shull & May's (LSM) investment approach is more concerned with preservation of capital than with seeking unrealistic returns. The firm's Registered Investment Advisors manage investments in an array of equities, ETFs, mutual funds and fixed income instruments. The Lara Options Strategy involves the writing and selling of options. | Finance |
Hampden-Sydney College
 Hampden-Sydney College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Preston Wealth Advisors LLC
Preston Wealth Advisors LLC Investment ManagersFinance PWA applies a broad universe of specific securities that are carefully tailored to an individual client’s portfolio investment objectives. They also incorporate multiple asset allocation methods and investment disciplines. The firm uses proven, rigorous analysis and risk management practices derived from modern portfolio theory. | Finance |
