Profile
Ms. Ekaterina Lukova, CFA MBA, is a Research Analyst at Advisor Partners LLC.
Ms. Lukova holds an MBA degree from California State University.
She is a CFA Charterholder and a volunteer for the Continuing Education Committee of the CFA Society of San Francisco.
Former positions of Ekaterina Lukova
| Companies | Position | End |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Portfolio Manager-Equities | 31/10/2014 |
Training of Ekaterina Lukova
| The California State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
- Stock Market
- Insiders
- Ekaterina Lukova
