About Elizabeth N. Luna of CONCERT WEALTH
Elizabeth N. Luna is Executive Vice President / Cfo / Co-Ceo at Concert Wealth Management Inc. and has been affiliated with Concert Wealth Management Inc. since February-2006.
Concert Wealth Management Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 90 employees, of which 75 perform investment advisory functions. The managers's latest filing has disclosed 25MM in positions, which represents 1% of the manager's regulatory AUM.
For more on Concert Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Concert Wealth Management Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 90 employees, of which 75 perform investment advisory functions. The managers's latest filing has disclosed 25MM in positions, which represents 1% of the manager's regulatory AUM.
For more on Concert Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
CONCERT WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: +1.2%/yr
Co-workers of Elizabeth N. Luna at CONCERT WEALTH
Name | Title | In Position Since |
---|
Felipe A. Luna | Principal / Co-Ceo | October-2014 |
James M. Thorn | Chief Compliance Officer | January-2010 |
Jeffrey G. Pietsch | President | October-2014 |
Fundamental & Technical Factor Exposure
Elizabeth N. Luna Office Address
1900 THE ALAMEDA
1ST FLOOR
SAN JOSE, California
UNITED STATES, 95126
1ST FLOOR
SAN JOSE, California
UNITED STATES, 95126
Elizabeth N. Luna Contact Information
Phone Number: 408-856-6310
Fax Number: 408-200-0369
Website: http://www.concertglobal.com
Fax Number: 408-200-0369
Website: http://www.concertglobal.com
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