Benjamin Marshal Lavine
Directeur en chef des Investissements chez 3D/L Capital Management LLC
Profil
Mr. Benjamin M.
Lavine, CFA MBA, is a Co-Chief Investment Officer at 3D/L Capital Management LLC.
Much of his work is with the investment committee, refining and enhancing the investment architecture underlying the ETF managed portfolios in our wealth management and retirement programs.
He also help advisors and clients understand current market developments that drive risks and returns.
Mr. Lavine served as a Portfolio Manager on the developed markets equity team at Batterymarch Financial Management, and as a senior executive within the Funds Management Division at Wilshire Associates.
He is a Chartered Financial Analyst, with two decades of work in global investment management and institutional consulting.
Postes actifs de Benjamin Marshal Lavine
| Sociétés | Poste | Début |
|---|---|---|
3D/L Capital Management LLC
 3D/L Capital Management LLC Investment ManagersFinance 3D/L Capital Management LLC (3D/L) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately owned by EQIS Holding, Inc. 3D/L offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. | Directeur en chef des Investissements | - |
Anciens postes connus de Benjamin Marshal Lavine
| Sociétés | Poste | Fin |
|---|---|---|
QS Batterymarch Financial Management, Inc.
 QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Gestionnaire de Portefeuille-Actions | 01/07/2014 |
3D Asset Management, Inc.
 3D Asset Management, Inc. Investment ManagersFinance Founded in 2006 by John O'Connor and Wayne Connors, 3D Asset Management, Inc. is a registered investment advisor located in East Hartford, Connecticut. The firm offers their 3D Global Allocation portfolios for all types of accounts including individual/joint accounts, corporate/organization accounts, trusts, individual retirement accounts (IRAs, SEPs, 401(k)s, defined benefit plans, defined contribution plans (401(k)s, 403(b)s, 457s), Taft-Hartley plans and endowment funds. | Directeur en chef des Investissements | - |
Formation de Benjamin Marshal Lavine
| University of California, Los Angeles | Masters Business Admin |
| University of California San Diego | Undergraduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
3D Asset Management, Inc.
3D Asset Management, Inc. Investment ManagersFinance Founded in 2006 by John O'Connor and Wayne Connors, 3D Asset Management, Inc. is a registered investment advisor located in East Hartford, Connecticut. The firm offers their 3D Global Allocation portfolios for all types of accounts including individual/joint accounts, corporate/organization accounts, trusts, individual retirement accounts (IRAs, SEPs, 401(k)s, defined benefit plans, defined contribution plans (401(k)s, 403(b)s, 457s), Taft-Hartley plans and endowment funds. | Finance |
QS Batterymarch Financial Management, Inc.
QS Batterymarch Financial Management, Inc. Investment ManagersFinance Founded in 1969, QS Batterymarch Financial Management, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm is a wholly-owned, independently managed subsidiary of Legg Mason, Inc. (NYSE: LM). They provide investment advisory and sub-advisory services to a wide variety of institutional investors. Legg Mason, Inc.'s acquisition of QS Investors LLC was effective May 30, 2014. As a result, QS Investors, Batterymarch Financial Management, Inc. and Legg Mason Global Asset Allocation LLC became subject to common management and investment oversight, with the objective of integrating the firms to create a combined investment platform offering solutions, quantitative equity, liquid alternatives and multi-manager asset allocation. | Finance |
3D/L Capital Management LLC
3D/L Capital Management LLC Investment ManagersFinance 3D/L Capital Management LLC (3D/L) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately owned by EQIS Holding, Inc. 3D/L offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. | Finance |
