Troy Lerche Email & Phone Number
Private Wealth Advisor @ Davis Capital Management LLC
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Troy Lerche Location
- Jacksonville, FL, US
Troy Lerche Work
- 2024 -now Private Wealth Advisor @
- 2021 -2023 Director of Wealth Management @
- 2014 -2021 Head of Asset Management and Trading and Financial Planning @ FirstWave Financial
- 2013 -2014 Cash and Investment Supervisor @
- 2011 -2014 Tax Specialist I @
- 2007 -2013 Equity Trader @ ICC Capital Management
- 2006 -2007 Operations Analyst @ ICC Capital Management
Troy Lerche Education
- University of Central Florida
Troy Lerche Skills
- Fixed Income
- Equities
- Investments
- Trading
- Finance
- Equity Trading
- Asset Allocation
- Financial Modeling
- Asset Managment
- Financial Analysis
- Bloomberg
- Portfolio Management
- Microsoft Excel
- Asset Management
- Cash Management
- Account Reconciliation
- Bloomberg Terminal
- Bonds
- Securities
- Mutual Funds
- Analysis
- Financial Markets
- Trading Systems
- Options
- Leadership
- Accounting
- Financial Reporting
Troy Lerche Summary
- Troy Lerche, based in Jacksonville, FL, US, is currently a Private Wealth Advisor at Davis Capital Management LLC. Troy Lerche brings experience from previous roles at Camarda Wealth Advisory Group, FirstWave Financial, Orange County Government and H&R Block. Troy Lerche holds a University of Central Florida. With a robust skill set that includes Fixed Income, Equities, Investments, Trading, Finance and more. Troy Lerche has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Davis Capital Management LLC Employees
Troy Davis
President and Founder
Jacksonville, FL, US
John Murphy
Chief Investment Officer
Jacksonville, FL, US
Catherine Keith
Client Service Associate
Saint Johns, FL, US
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