David John Yucius
Chief Executive Officer at Aurora Investment Counsel
David John Yucius active positions
Companies | Position | Start | End |
---|---|---|---|
Aurora Investment Counsel
Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Chief Executive Officer | 04/01/2001 | - |
Compliance Officer | 04/01/2001 | - | |
Founder | 04/01/2001 | - | |
Portfolio Manager-Equities | 04/01/2001 | - | |
President | 04/01/2001 | - |
Career history of David John Yucius
Former positions of David John Yucius
Companies | Position | Start | End |
---|---|---|---|
Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Corporate Officer/Principal | - | - |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Portfolio Manager-Equities | 08/12/2014 | - |
Training of David John Yucius
Northeastern University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
Aurora Investment Counsel
Aurora Investment Counsel Investment ManagersFinance Founded in 1995 by David Yucius, Aurora Investment Counsel is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm offers investment management services for foundations, endowments, public funds, corporations, Taft Hartley plans and individuals. | Finance |
Atlanta Wealth Management, Inc.
Atlanta Wealth Management, Inc. Investment ManagersFinance Atlanta Wealth Management, Inc. is a fee-only financial planning and investment advisory firm that has been serving individuals and families for more than 25 years. The private company is based in Atlanta, GA. The company specializes in providing trustees and investment committee members with fiduciary training and fiduciary assessments to help them evaluate and improve the investment process of their private trust or organization. | Finance |
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