Jesse Schweppe
Plus aucun poste en cours
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 |
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Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 08/09/2017 |
Formation de Jesse Schweppe
Bates College | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |