Lonny Kandel Email & Phone Number
SVP, Capital Formation and Investor Relations @ Monfort Companies
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Lonny Kandel Location
- Denver, CO, US
Lonny Kandel Work
- SVP, Capital Formation and Investor Relations @ (April 2026 - Present)
- Vice President, Capital Formation and Investor Relations @ (May 2025 - April 2026)
- Vice President of Capital Markets @ (February 2025 - April 2025)
- Vice President of Capital Markets @ (October 2024 - January 2025)
- Vice President of Capital Markets and Business Development @ (February 2024 - September 2024)
- Senior Vice President, Mountain Central Territory @ StratCap Securities (May 2020 - January 2024)
- Managing Director, Capital Markets @ (April 2019 - March 2020)
- Vice President, Partner Relations @ (November 2017 - March 2019)
- RIA Business Development Director and National Account Manager @ (March 2016 - October 2017)
- Investment Advisor and Principal @ (September 2015 - February 2016)
- Vice President, Investments and Client Advisory @ (November 2007 - August 2015)
- Managing Director @ (August 2006 - October 2007)
- Vice President-Director Global Client Management @ (April 1991 - July 2006)
- Vice President-Director @ (April 1991 - July 2006)
- Vice President @ (April 1991 - July 2006)
Lonny Kandel Education
- University of Colorado Boulder
(Finance and Marketing)
1982-1988
Lonny Kandel Skills
- Series 63
- Private Equity
- Wealth Management Services
- Investment Strategies
- Portfolio Management
- Investments
- Customer Service
- Strategy
- Institutional
- Wholesale
- Leadership
- Alternative Investments
- Institutional Investments
- Mutual Funds
- Retirement Planning
- Equities
- Investment Management
- Marketing
- Wealth Management
- Project Management
- Client Service
- 401k
- Financial Analysis
- Retirement
- Financial Advisory
- Investor Relations
- High Net Worth Individuals
- Hedge Funds
- Series 6
- Client Services
- FINRA
- Asset Management
- Bonds
- Securities
- Fixed Income
- Series 65
- Asset Allocation
- Investment Advisory
- Fund of Funds
- Separately Managed Accounts
- Asset Managment
- Equity Trading
- Wholesaling
- Series 24
- Series 7
- Relationship Management
- Financial Services
- ETFs
- Options
- Business Development
- RIA
- Capital Markets
- Customer Relations
- Equity Research
- New Business Development
Lonny Kandel Summary
- Lonny Kandel, based in Denver, CO, US, is currently a SVP, Capital Formation and Investor Relations at Monfort Companies. Lonny Kandel brings experience from previous roles at Monfort Companies, Wise Capital, PEM Real Estate Group and Colorado Financial Service Corporation. Lonny Kandel holds a 1982 - 1988 University of Colorado Boulder. With a robust skill set that includes Series 63, Private Equity, Wealth Management Services, Investment Strategies, Portfolio Management and more. Lonny Kandel has 2 emails and 2 mobile phone numbers on RocketReach.
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