Vanquour LLC

Lu Zhou is a financial advisor at Vanquour LLC in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to Vanquour, Zhou worked at Global Access CSG for seven years and B. B. Graham & Co., Inc. for four years. Zhou is the president and chief compliance officer of Vanquour LLC. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm constructs customized, long-term portfolios using a mix of mutual funds, ETFs, individual securities, and may include covered options or third-party managers, with an emphasis on aligning portfolios to client goals, risk tolerance, and tax or legacy considerations.

Maximillian Alden is a financial advisor at Vanquour LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Vanquour, he worked at Alden Advanced Technologies for five years and has held roles in educational institutions including Holderness School and Dutchess Day School. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, long-term investment approach using diversified mutual funds, ETFs, individual securities, and third-party managers, with research combining fundamental and technical analysis.

Jacob Chen is a financial advisor at Brighton Securities Corp. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanquour LLC and PneumaTek LLC. Outside of his advisory work, he manages a small rental activity involving units in his residence. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, pension plans, charities, and small businesses. The firm offers portfolio management, financial planning, insurance products, and tax preparation, managing nearly $1 billion in client assets while maintaining active broker-dealer operations.

Patrick Donohue is a financial advisor at Vanquour LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Aegis Capital Corp. Donohue is also a licensed insurance professional. Vanquour LLC provides discretionary investment management, financial planning, and retirement plan advisory services to high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, long-term portfolios using diversified assets and combines fundamental and technical research to align investments with clients’ goals and risk tolerance.