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Profil
Laura Lee McAree worked as a Portfolio Manager at Heritage Investors Management Corp.
and West Financial Services, Inc. She also worked as an Associate at Aegis Wealth Management LLC and an Advisor at Garnet Group LLC.
She received an undergraduate degree from The Wharton School of the University of Pennsylvania in 1987.
Anciens postes connus de Laura Lee McAree
| Sociétés | Poste | Fin |
|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Analyst-Equity | 01/03/2019 |
Garnet Group LLC
 Garnet Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/06/2010 |
Aegis Wealth Management LLC
 Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth builds a globally diversified portfolio to mitigate volatility and seeks to identify an appropriate ratio of securities, fixed-income and cash suitable to meet the client's investment goals and risk tolerance. | Analyst-Equity | 01/11/2007 |
Heritage Investors Management Corp.
 Heritage Investors Management Corp. Investment ManagersFinance Heritage considers each client's risk level, tax situation, age, income and growth needs among other factors when selecting securities for a portfolio. The firm utilizes a variety of methods and strategies to analyze stocks, bonds, and portfolios. Their main investment strategy is to buy and sell publicly traded US stocks, bonds, and exchange-traded funds for our clients, and in some cases to buy foreign bonds and foreign stocks which in most cases are traded in the US as ADRs (American Depository Receipts). | Gestionnaire de Portefeuille-Actions | 01/02/2000 |
Formation de Laura Lee McAree
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
90
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage considers each client's risk level, tax situation, age, income and growth needs among other factors when selecting securities for a portfolio. The firm utilizes a variety of methods and strategies to analyze stocks, bonds, and portfolios. Their main investment strategy is to buy and sell publicly traded US stocks, bonds, and exchange-traded funds for our clients, and in some cases to buy foreign bonds and foreign stocks which in most cases are traded in the US as ADRs (American Depository Receipts). | Finance |
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance WFS aims to optimize the return on each client’s portfolio while keeping within the individual’s risk tolerance, time horizon, tax and wealth objectives, and restrictions established by clients. The firm seeks to maintain a long-term view over the entire business cycle. Their portfolios generally utilize diversification across global asset classes as their foundation while incorporating disciplined research-driven tactical asset allocation adjustments. | Finance |
Aegis Wealth Management LLC
Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth builds a globally diversified portfolio to mitigate volatility and seeks to identify an appropriate ratio of securities, fixed-income and cash suitable to meet the client's investment goals and risk tolerance. | Finance |
Garnet Group LLC
Garnet Group LLC Investment ManagersFinance Provides investment advice | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
