LOM Financial Group - Wealth Management Management Team
Contact top employees from
LOM Financial Group - Wealth Manageme...
Summary
Bermuda | Bahamas | Cayman | UK
We know you want to spend more time focusing on the things you love - achieving your personal goals, spending time with your family or building a meaningf...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Asset Management, Global custody and settlement, Trade execution on all major Exchanges, Private Wealth Management, Family Office Services, Private Equity , Expat Financial Services, Investments, Offshore Accounts, Brokerage, Mutual Funds, Wealth Management
Founded
1992
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at LOM Financial Group - Wealth Management shows a diverse range of experience levels:
3% have been with the company for less than 1 year5% for 1–2 years13% for 3–4 years15% for 5–7 years8% for 8–10 years58% have over 11 years of service at LOM Financial Group - Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
LOM Financial Group - Wealth Manageme...
Peter Goodall
Vice President Investments Research
Kyle Annesley
Vice President - LOM Bahamas
Barbara McWhirter
Broker Team Coordinator
Leonardo Ribeiro
Investment Advisor
Kristen Halbert
Global Head of Marketing
Sonia Jaswal
Investment Advisor
Craig Lines
Director
Paul Henry
Investment Advisor
Jason Chlup
Senior Investment Advisor
Jalinka Strachan
Compliance/MLRO
Makeba Outerbridge
Investment Advisor
Brian Roos
Director - Investments
Tracey Thompson
Compliance Analyst
Scott Lines
CEO
Daisy Lines
Business Development Associate
Ria Rose Perez
Office Administrator
Joel Bodden
Investment Advisor
James Balfour
Senior Portfolio Manager
Carla Faye Hardtman
Administrative Assistant
Anna McLeod
Associate Portfolio Manager
