Lee S. Grout
Portfolio Manager-Aktien bei NewSquare Capital LLC
Aktive Positionen von Lee S. Grout
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
NewSquare Capital LLC
 NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Portfolio Manager-Aktien | 01.12.2019 | - |
Karriereverlauf von Lee S. Grout
Ehemalige bekannte Positionen von Lee S. Grout
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
The Killen Group, Inc.
 The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Analyst-Equity | 01.02.1997 | 16.06.2016 |
| Direktor der Forschung - Eigenkapital | 01.02.1997 | 16.06.2016 | |
| Mitglied des Investmentausschusses | 28.06.2012 | 16.06.2016 | |
| Portfolio Manager-Aktien | 01.02.1997 | 16.06.2016 |
Ausbildung von Lee S. Grout
| Bishop's University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
| Kanada | 2 |
Operativ
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
The Killen Group, Inc.
The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Finance |
NewSquare Capital LLC
NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Finance |
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