LBA Wealth Management, LLC is pleased to announce the promotion of one of their key staff members.
Heather Howard has been promoted to Financial Analyst I. In her new position, Howard will be responsible for security research, portfolio management, trading, attribution analysis and economic forecasting. "Heather is a key asset to LBA Wealth Management and has proven her ability to perform the added responsibilities this promotion brings", states David Albaneze, CFA, the firm's Chief Investment Strategist. Howard received her Bachelor's degree in Finance from the University of North Florida.
LBA Wealth Management is a private, fee-only, boutique wealth management firm offering comprehensive, integrated and sophisticated investment and financial support to wealthy individuals, families, corporations, and trusts. Beyond investment management, LBA Wealth Management provides comprehensive financial planning, advanced planning and business valuation, tax planning, and estate planning.