Roger Farrell Leibowitz
Director of Finance/CFO at Cabot Lodge Securities LLC
Roger Farrell Leibowitz active positions
Companies | Position | Start | End |
---|---|---|---|
Cabot Lodge Securities LLC
Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Director of Finance/CFO | 31/01/2014 | - |
Corporate Officer/Principal | 31/01/2014 | - |
Career history of Roger Farrell Leibowitz
Former positions of Roger Farrell Leibowitz
Companies | Position | Start | End |
---|---|---|---|
First Capital Real Estate Trust, Inc.
First Capital Real Estate Trust, Inc. Real Estate Investment TrustsFinance First Capital Real Estate Trust, Inc. operated as a real estate investment trust. It invested in a variety of commercial property types, including office, industrial, retail and hospitality, single-tenant, multifamily, age-restricted residences and in other real estate-related assets. The company was founded on June 18, 2013 and was headquartered in New York, NY. | Director of Finance/CFO | 18/08/2015 | 05/01/2016 |
Beacon Acquisition Partners, Inc.
Beacon Acquisition Partners, Inc. MiscellaneousMiscellaneous Beacon Acquisition Partners, Inc. is a capital pool company, which engages in the ownership and management of companies that offer investment products, financial products and services, and wealth management solutions. The company was founded on March 13, 2007 and is headquartered in Ridgewood, NJ. | Director of Finance/CFO | 24/02/2013 | - |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - | - |
Richmond Jewish Foundation | Corporate Officer/Principal | - | - |
Bergman Group, Inc.
Bergman Group, Inc. Investment ManagersFinance Founded by Richard Bergman, Bergman Group, Inc. is an investment advisor firm located in Los Angeles | Corporate Officer/Principal | - | - |
Waterford Investor Services, Inc.
Waterford Investor Services, Inc. Investment Banks/BrokersFinance Part of Beacon Acquisition Partners, Inc., Waterford Investor Services, Inc. provides securities and insurance brokerage services. The company is based in Richmond, VA. Waterford Investor Services was acquired by Beacon Acquisition Partners, Inc. from AIC, Inc. on January 13, 2011 for $1.14 million. | Corporate Officer/Principal | - | - |
Allied Beacon Partners, Inc.
Allied Beacon Partners, Inc. Investment ManagersFinance Founded in 1984, Allied Beacon Partners, Inc. is a registered investment advisor located in Richmond, Virginia. The firm is a subsidiary of Beacon Acquisition Partners, Inc. | Director of Finance/CFO | - | - |
Training of Roger Farrell Leibowitz
Virginia Polytechnic Institute & State University | Undergraduate Degree |
Virginia Commonwealth University | Masters Business Admin |
Statistics
International
United States | 11 |
Operational
Corporate Officer/Principal | 5 |
Director of Finance/CFO | 4 |
Masters Business Admin | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 8 |
---|---|
Waterford Investor Services, Inc.
Waterford Investor Services, Inc. Investment Banks/BrokersFinance Part of Beacon Acquisition Partners, Inc., Waterford Investor Services, Inc. provides securities and insurance brokerage services. The company is based in Richmond, VA. Waterford Investor Services was acquired by Beacon Acquisition Partners, Inc. from AIC, Inc. on January 13, 2011 for $1.14 million. | Finance |
Beacon Acquisition Partners, Inc.
Beacon Acquisition Partners, Inc. MiscellaneousMiscellaneous Beacon Acquisition Partners, Inc. is a capital pool company, which engages in the ownership and management of companies that offer investment products, financial products and services, and wealth management solutions. The company was founded on March 13, 2007 and is headquartered in Ridgewood, NJ. | Miscellaneous |
First Capital Real Estate Trust, Inc.
First Capital Real Estate Trust, Inc. Real Estate Investment TrustsFinance First Capital Real Estate Trust, Inc. operated as a real estate investment trust. It invested in a variety of commercial property types, including office, industrial, retail and hospitality, single-tenant, multifamily, age-restricted residences and in other real estate-related assets. The company was founded on June 18, 2013 and was headquartered in New York, NY. | Finance |
Cabot Lodge Securities LLC
Cabot Lodge Securities LLC Investment Banks/BrokersFinance Cabot Lodge Securities LLC (Cabot Lodge) is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of PKS Holdings LLC. Cabot Lodge offers a broad spectrum of investment products and services via their comprehensive open architecture product platform, such as equities, fixed income, mutual funds, ETFs, variable annuities, REITs, and through their affiliates, separately managed accounts, life, health and disability insurance, mortgages, and wealth management and protection services. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Bergman Group, Inc.
Bergman Group, Inc. Investment ManagersFinance Founded by Richard Bergman, Bergman Group, Inc. is an investment advisor firm located in Los Angeles | Finance |
Richmond Jewish Foundation | |
Allied Beacon Partners, Inc.
Allied Beacon Partners, Inc. Investment ManagersFinance Founded in 1984, Allied Beacon Partners, Inc. is a registered investment advisor located in Richmond, Virginia. The firm is a subsidiary of Beacon Acquisition Partners, Inc. | Finance |