John Joseph Lent
Compliance Officer chez Bourne Lent Asset Management, Inc.
Profil
Mr. John J.
Lent, CFA MBA, is a Portfolio Manager at Bourne Lent Asset Management, Inc. and a Member at The New York Society of Security Analysts, Inc. He has over 30 years of experience in the investment business.
Prior to joining the firm in 2005, he was a Senior Vice President with US Trust of New York managing over 60 family relationships representing over $700 million in assets.
For 5 years he was the Chief Investment Officer of the Washington office of US Trust.
Mr. Lent started his investment career with Fiduciary Trust Co. of New York as an Investment Assistant.
He later joined Horizon Trust of New Jersey where he became a Vice President and Senior Portfolio Manager.
Through mergers Horizon eventually became JP Morgan Chase.
He received his BS in Economics from the University of Dayton in 1968, MA from Wayne State University in 1971 and his MBA from Fairleigh Dickinson University in 1975.
He is a CFA and a member of the New York Society of Security Analysts.
Postes actifs de John Joseph Lent
| Sociétés | Poste | Début |
|---|---|---|
Bourne Lent Asset Management, Inc.
 Bourne Lent Asset Management, Inc. Investment ManagersFinance Bourne Lent Asset Management, Inc., is a registered investment advisor located in Pawling, New York. The firm manages portfolios for individual investors and smaller institutions and providing comprehensive financial planning. They have been in business since 1983 as Bourne Management Inc. In 1998, Bourne Management Inc. invested in Bourne Fissell & Stenstrom, LLC which was closed in June of 2000. In July of 2000, the name of the firm was changed to Bourne Stenstrom Capital Management, Inc. and in 2008 the firm’s name was changed to Bourne Stenstrom Lent Asset Management, Inc. In 2011, the name was changed to its current name. Bourne Lent provides services to individuals, families and trusts and, to a lesser extent, pension, profit sharing and non-profit organizations.^ | Compliance Officer | 01/01/2005 |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 26/06/2009 |
Anciens postes connus de John Joseph Lent
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust Co.
 Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Corporate Officer/Principal | - |
US Trust (Private Equity)
 US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Formation de John Joseph Lent
| Wayne State University (Michigan) | Graduate Degree |
| Fairleigh Dickinson University | Masters Business Admin |
| University of Dayton | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Fiduciary Trust Co.
Fiduciary Trust Co. Investment ManagersFinance Fiduciary Trust Co. is an asset management firm headquartered in Boston, Massachusetts. The firm was founded in 1885 and is a subsidiary of Fiduciary Co., Inc. They provide strategic investment advice to institutions, endowments, personal foundations and other clients that require additional manager diversification or asset class exposure. Their advice spans from dynamic asset allocation recommendations to a full spectrum of third-party manager solutions. | Finance |
Bourne Lent Asset Management, Inc.
Bourne Lent Asset Management, Inc. Investment ManagersFinance Bourne Lent Asset Management, Inc., is a registered investment advisor located in Pawling, New York. The firm manages portfolios for individual investors and smaller institutions and providing comprehensive financial planning. They have been in business since 1983 as Bourne Management Inc. In 1998, Bourne Management Inc. invested in Bourne Fissell & Stenstrom, LLC which was closed in June of 2000. In July of 2000, the name of the firm was changed to Bourne Stenstrom Capital Management, Inc. and in 2008 the firm’s name was changed to Bourne Stenstrom Lent Asset Management, Inc. In 2011, the name was changed to its current name. Bourne Lent provides services to individuals, families and trusts and, to a lesser extent, pension, profit sharing and non-profit organizations.^ | Finance |
US Trust (Private Equity)
US Trust (Private Equity) Investment ManagersFinance US Trust (Private Equity) (US Trust ) is a private equity firm a subsidiary of Bank of America NA (Private Banking) founded in 1853. The firm is headquartered in New York. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
