Tamara Lowenberg

Tamara Lowenberg

Portfolio Manager-Equities at Creative Planning LLC

Finance
Consumer Services

Profile

Ms. Tamara Lowenberg is a Managing Director & Partner at Creative Planning LLC.
She working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs.
Prior to joining Creative Planning, She held various roles with a major national financial services company.
In her most recent role as a Vice President - Regional Planning Consultant, she was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on market research and financial planning topics.
She graduated from Westminster College with a Professional Bachelor of Business Administration degree.

Tamara Lowenberg active positions

CompaniesPositionStart
Portfolio Manager-Equities 31/08/2013
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Training of Tamara Lowenberg

Westminster College (Utah) Undergraduate Degree

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Private companies

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80

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2

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Private companies1

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