Lee S. Grout
Gestionnaire de Portefeuille-Actions chez NewSquare Capital LLC
Postes actifs de Lee S. Grout
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
NewSquare Capital LLC
 NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Gestionnaire de Portefeuille-Actions | 01/12/2019 | - |
Historique de carrière de Lee S. Grout
Anciens postes connus de Lee S. Grout
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
The Killen Group, Inc.
 The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Analyst-Equity | 01/02/1997 | 16/06/2016 |
| Directeur de la Recherche - Actions | 01/02/1997 | 16/06/2016 | |
| Membre du Comité d'Investissement | 28/06/2012 | 16/06/2016 | |
| Gestionnaire de Portefeuille-Actions | 01/02/1997 | 16/06/2016 |
Formation de Lee S. Grout
| Bishop's University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 3 |
| Canada | 2 |
Opérationnelle
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
The Killen Group, Inc.
The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Finance |
NewSquare Capital LLC
NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Finance |
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