Profil
Mr. Lee J.
Schweppe is an Investment Manager at Flagship Harbor Advisors LLC.
Mr. Schweppe joined the investment management firm W.P.
Stewart & Co. in New York City in 1991, oversaw an in-house news and research bulletin and served as an Assistant to a Senior Portfolio Manager and the CEO.
From 1998 to 2008, he was as a Consultant and Writer in Media and Academia, working for Random House, Martha Stewart Living Omnimedia, and Walch, as well as an Offering Advisor to a handful of venture capital backed startups, including Helium.com which was sold to a Fortune 500 company, RR Donnelley, in 2011.
Before joining Flagship Harbor Advisors, he was a Financial Advisor at RBC Wealth in Portland, Maine
Mr. Schweppe received his BA degree from Bates College and an MFA degree from Columbia University.
Anciens postes connus de Jesse Schweppe
| Sociétés | Poste | Fin |
|---|---|---|
Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance FHA aims to maximize client portfolios’ total returns in light of their risk tolerance. The firm constructs each investment portfolio after an extensive analysis of client risk tolerance, investment objectives and time horizon. After ascertaining these factors, they design an investment strategy to fit client’s needs, based on their investor profile. | Gestionnaire de Portefeuille-Actions | 08/09/2017 |
Formation de Jesse Schweppe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bates College
Bates College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance FHA aims to maximize client portfolios’ total returns in light of their risk tolerance. The firm constructs each investment portfolio after an extensive analysis of client risk tolerance, investment objectives and time horizon. After ascertaining these factors, they design an investment strategy to fit client’s needs, based on their investor profile. | Finance |
















