Candice Lightfoot
Director/Board Member at Clear Guide Medical, Inc.
Net worth: 2 329 $ as of 2023-07-30
Profile
Candice Lightfoot is currently the Director at Clear Guide Medical, Inc. and holds the position of Secretary & Vice President at Wildermuth Endowment Fund.
She previously worked as a Project Manager at Kalos Capital, Inc., Kalos Management, Inc., and Kalos Financial, Inc. from 2012 to 2016.
Prior to that, she was the Manager-Client Services at Hansch Financial Group LLC from 2009.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. 0.01% | 2023-03-16 | 235 ( 0.01% ) | 2 329 $ | 2023-07-30 |
Candice Lightfoot active positions
Companies | Position | Start |
---|---|---|
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Corporate Secretary | - |
Hansch Financial Group LLC
Hansch Financial Group LLC Investment ManagersFinance Hansch Financial Group LLC is a financial services firm that operates on a fee and commission basis. The private company is based in Dana Point, CA. The company is led by brothers David K. Hansch, CFP® and W. John Hansch, MBA. | Corporate Officer/Principal | 2008-12-31 |
Clear Guide Medical, Inc.
Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Director/Board Member | 2017-12-31 |
Former positions of Candice Lightfoot
Companies | Position | End |
---|---|---|
Kalos Capital, Inc.
Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Corporate Officer/Principal | 2015-12-31 |
Kalos Financial, Inc.
Kalos Financial, Inc. Investment ManagersFinance Kalos Financial, Inc. provides independent financial brokerage services. | Corporate Officer/Principal | 2015-12-31 |
Kalos Management, Inc.
Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Corporate Officer/Principal | 2015-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Kalos Capital, Inc.
Kalos Capital, Inc. Investment Banks/BrokersFinance Kalos Capital, Inc. provides security brokerage services. The private company is based in Alpharetta, GA. The CEO of the company is Daniel Lloyd Wildermuth. | Finance |
Clear Guide Medical, Inc.
Clear Guide Medical, Inc. Medical SpecialtiesHealth Technology Clear Guide Medical, Inc. develops navigation technology for image fusion and augmented reality. The firm's products include CLEAR GUIDE ONE, CLEAR GUIDE SCENERGY, VisiMARKER Patient Markers and SteriMASK Sterile Covers. It offers ongoing investment opportunities to support build-out of international sales. The company was founded by Dorothee Heisenberg, Philipp J. Stolka, Emad M. Boctor and Gregory D. Hager in 2010 and is headquartered in Baltimore, MD. | Health Technology |
Wildermuth Endowment Fund
Wildermuth Endowment Fund Investment Trusts/Mutual FundsMiscellaneous Wildermuth Endowment Fund is non-diversified, closed-end management investment fund, which engages in the provision of long-term capital appreciation and income by employing investment strategies and asset allocation policies followed by traditional endowment funds. The company was founded by Daniel Lloyd Wildermuth on August 28, 2013 and is headquartered in Ponte Vedra Beach, FL. | Miscellaneous |
Kalos Management, Inc.
Kalos Management, Inc. Investment ManagersFinance Kalos Management, Inc. is an independent registered investment advisor headquartered in Alpharetta, Georgia. The firm was co-founded by Daniel and Carol Wildermuth in 2004. Kalos Management provides advisory services primarily to individual clients. They also provide services to high net worth individuals, pension and profit sharing plans, and charitable organizations. | Finance |
Hansch Financial Group LLC
Hansch Financial Group LLC Investment ManagersFinance Hansch Financial Group LLC is a financial services firm that operates on a fee and commission basis. The private company is based in Dana Point, CA. The company is led by brothers David K. Hansch, CFP® and W. John Hansch, MBA. | Finance |
Kalos Financial, Inc.
Kalos Financial, Inc. Investment ManagersFinance Kalos Financial, Inc. provides independent financial brokerage services. | Finance |
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