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Career history of Lon Edward Burford
Former positions of Lon Edward Burford
Companies | Position | Start | End |
---|---|---|---|
MAK Financial Services LLC
![]() MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Founder | 31/12/1986 | 30/03/2021 |
Portfolio Manager-Equities | 31/12/1986 | 30/03/2021 | |
RIVER CITY BANK | Director/Board Member | 27/11/2012 | - |
Training of Lon Edward Burford
University of California, Davis | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Director/Board Member | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
RIVER CITY BANK | Finance |
Private companies | 1 |
---|---|
MAK Financial Services LLC
![]() MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
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