John Lenahan Email & Phone Number
Board of Directors | Programming Officer | STEP Miami Leadership @ STEP – Advising Families Across Generations
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John Lenahan Location
- Miami, FL, US
John Lenahan Work
- 2022 -now Board of Directors | Programming Officer | STEP Miami Leadership @
- now
- 2022 -now Board of Directors | Step Miami Leadership @ Step Miami
- 2018 -2021 Board of Directors | Estate Planning Council Leadership @
- 2011 -2020 Executive Chair of the Board of Directors | Financial Planning Association Leadership @
- 2016 -now Vice President, Private Wealth Management | Uhnw Investment Advisor | Global and Cross-Border Families Mergers and Acquisitions @
- 2013 -2016 Vice President, j.p. Morgan Private Client Advisor | HNW Investment Advisor | Chase Private Client @
- 2008 -2013 Financial Planning Advisor @
- 2006 -2008 Co-Founder and Owner @ Lenahan Consulting
John Lenahan Education
- University of Pennsylvania
(Management)
2014 - Stetson University
Master Of Business Administration
2001-2003 - Stetson University
Bachelor Of Arts (Leadership, Communication Studies)
1997-2001
John Lenahan Skills
- Investment Advice
- Portfolio Management
- Tax Management
- Leadership
- Financial Planning
- Private Wealth Management
- Financial Analysis
- Strategic Planning
- Impact Investing
- Asset Management
- Family Office
- Estate Planning
- Investment Management
- Entrepreneurship
- Investing
- Finance
- Mergers & Acquisitions (M&A)
- Alternative Investments
- Risk Management
- Investment Advisory
- Selling A Business
- Defined Contribution
- Wealth Transfer
- Global Families
- Multi Generational Planning
- Charitable Gift Planning
- Mergers And Acquisitions M&A
- Multi Generational Wealth Transfer
- Socially Responsible Investing
- Defined Benefit
- Performance Based Fees
- Consolidated Reporting
- Mergers and Acquisitions
John Lenahan Summary
- John Lenahan, based in Miami, FL, US, is currently a Board of Directors | Programming Officer | STEP Miami Leadership at STEP MIAMI. John Lenahan brings experience from previous roles at CFP Board, Step Miami, Estate Planning Council of Greater Miami and Fpa of Miami. John Lenahan holds a University of Pennsylvania. With a robust skill set that includes Investment Advice, Portfolio Management, Tax Management, Leadership, Financial Planning and more. John Lenahan has 2 emails and 1 mobile phone numbers on RocketReach.
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