Lee S. Grout

Gestionnaire de Portefeuille-Actions chez NewSquare Capital LLC

Profil

Mr. Lee S.
Grout, CFA, is a Senior Portfolio Manager at NewSquare Capital LLC.
With over 25 years of experience in the investment industry.
Mr. Grout oversees both investment research and portfolio management for solutions that are designed to meet a wide range of investor needs.
Mr. Grout was most recently Portfolio Manager at Chartwell Investment Partners, Berwyn, Pennsylvania.
Prior to that, he spent 14 years as Portfolio Manager and Head of Investment Research at the Killen Group, Inc., also in Berwyn.
He served as Secretary of the Board of Directors and held an ownership interest in the firm.
Lee’s investment research career dates from 1994, when he joined McCabe Capital Managers, King of Prussia, Pennsylvania, as a research analyst.
He started his investment industry career in 1993 as a Mutual Fund Accountant with SEI Corporation in Oaks, Pennsylvania.
He is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society of Philadelphia.
He earned a Bachelor of Business Administration degree in Finance from Bishop’s University, Lennoxville, Quebec.

Postes actifs de Lee S. Grout

Sociétés	Poste	Début
NewSquare Capital LLC	Gestionnaire de Portefeuille-Actions	01/12/2019

Anciens postes connus de Lee S. Grout

Sociétés	Poste	Fin
The Killen Group, Inc.	Directeur de la Recherche - Actions	16/06/2016

Formation de Lee S. Grout

Bishop's University

Undergraduate Degree