Contact
18+
Years of
Experience
Libby Castle Lohmeier
team page

Libby Castle Lohmeier

CFA, CFP®

Investment Specialist, Relationship Manager

Dallas, Texas

Libby Castle Lohmeier linkedin page

469.577.9748

Responsibility

Libby’s niche is not solely her support and quick execution of clients’ complex trading needs, but her expertise in investment solutions, which she brings to bear in every client meeting.

Prior
Positions

  • 5 years at Bank of America Private Bank as Portfolio Manager
  • 3 years at Bank of America as Portfolio Manager Associate
  • 6 years at Asset Consulting Group as Performance Analyst
  • 2 years at Kennedy Capital Management as Accounting and Performance Specialist

Credentials

  • Libby holds the Chartered Financial Analyst® designation
  • CERTIFIED FINANCIAL PLANNER®
  • M.B.A., University of Missouri - St. Louis
  • B.S., Finance, Central Missouri State University

Personal
Profile

Libby lives in Dallas with her husband. They love the outdoors and are trying to visit all of the U.S. national parks. Libby is teaching herself to play the piano and is working to improve her golf game.

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