Alex Potts
Chief Executive Officer at Loring Ward International Ltd.
Profile
Alexander Bennett Potts is the founder of Loring Ward Securities, Inc. He currently holds the position of President & Chief Executive Officer at Loring Ward International Ltd.
and Chairman-Advisor Services at Loring Ward Holdings, Inc. Previously, he served as President & Chief Executive Officer at SA Funds – Investment Trust from 2004 to 2004.
He also held the positions of President & Chief Executive Officer at LWI Financial, Inc., Chief Executive Officer at RNP Advisory Services, Inc., Trustee, EVP & General Manager at LWI Financial, Inc., and Chief Operating Officer & Executive Vice President at Loring Ward Financial, Inc. Mr. Potts completed his undergraduate degree at Santa Clara University.
Alex Potts active positions
| Companies | Position | Start |
|---|---|---|
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Chief Executive Officer | 12/08/2009 |
Loring Ward Holdings, Inc.
 Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Corporate Officer/Principal | - |
Former positions of Alex Potts
| Companies | Position | End |
|---|---|---|
| SA Funds – Investment Trust | President | 31/12/2004 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Chief Executive Officer | - |
| Loring Ward Financial, Inc. | Chief Operating Officer | - |
RNP Advisory Services, Inc.
 RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | President | - |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Director/Board Member | - |
Training of Alex Potts
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
RNP Advisory Services, Inc.
RNP Advisory Services, Inc. Investment ManagersFinance RNP Advisory Services, Inc. engages in the provision of wealth planning and investment management solutions. It offers advisor coordination, education, business, and corporate retirement planning services. The company was founded by Carl H. Reinhardt and is headquartered in Morgan Hill, CA. | Finance |
| Loring Ward Financial, Inc. | |
| SA Funds – Investment Trust | Miscellaneous |
Loring Ward Holdings, Inc.
Loring Ward Holdings, Inc. Investment ManagersFinance Loring Ward Holdings, Inc. operates as an investment adviser. The company was founded by Carl Reinhardt, Alan Werba and John Bowen in 1990 and is headquartered in San Jose, CA. | Finance |
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