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Brian Malizia
President at Lakeshore Capital
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Work Experience
Jan 2018 - Present · 6 years and 11 months
President
Dec 2019 - Present · 5 years
Managing Partner
Jan 2018 - Nov 2019 · 1 years and 10 months
Lakeshore Capital Group
Investment Consultant
Sep 2016 - Dec 2017 · 1 years and 3 months
Company Details
2-10 Employees
As a full-service wealth management firm, we are equipped with a team of professionals to provide counsel in all facets of your financial livelihood. Through collaboration between professionals we are truly able to see your entire picture to deliver prudent advice. Our core competency is asset management led by our team of investment professionals. Within our process, our team will work with you to establish your goals and objectives to implement an ongoing financial plan. To ensure the left hand is talking to the right hand, this group works in conjunction with our tax professionals to help reduce both current and future tax liabilities. This page is a publication of Lakeshore Capital Group, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
Year Founded
2017
Social Media
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Industry
Investment Management
HQ Location
1811 Hicks Rd Rolling Meadows, Illinois 60008, US
Keywords
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