Career history of Daniel Akers
Former positions of Daniel Akers
| Companies | Position | Start | End |
|---|---|---|---|
Altavista Wealth Management, Inc.
 Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Chief Executive Officer | 01/04/2003 | 25/02/2022 |
| Portfolio Manager-Equities | 01/04/2003 | 25/02/2022 | |
| President | 01/04/2003 | 25/02/2022 | |
| Treasurer | 25/05/2010 | 25/02/2022 | |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - | - |
Training of Daniel Akers
| University of Virginia | Undergraduate Degree |
| Wake Forest University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Chief Executive Officer | 1 |
| Portfolio Manager-Equities | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Altavista Wealth Management, Inc.
Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
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