Profile
Ms. Loren L.
McDougall is a Senior Credit Analyst at Wasmer, Schroeder & Co. LLC.
She is responsible for tax exempt and taxable municipal credit research for the firm.
She began her career with the firm in 2009 as an Associate for the marketing and trading teams.
In 2012, she transitioned to the firm’s Credit Research Department.
Ms. McDougall earned her B.S.
in Finance from Florida Gulf Coast University.
She is a member of the National Federation of Municipal Analysts, Southern Municipal Finance Society, CFA Institute, and CFA Society of Naples, where she currently serves as President.
Former positions of Loren L. McDougall
| Companies | Position | End |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 10/08/2020 |
Training of Loren L. McDougall
| Florida Gulf Coast University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
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- Loren L. McDougall
