Lorrie Allegra
Stratège de marché chez BT Wealth Management LLC
Profil
Ms. Lorrie Allegra is a Director of Strategy at BT Wealth Management LLC.
She is responsible for advising firm leadership regarding growth, consulting, marketing, investment funds and operations.
She has over 20 years of consulting, operational, strategic, sales and marketing experience.
Most recently, Ms. Allegra worked as Senior Vice President and Chief Investment Officer of Lincoln Lee Investments, a family office, working with a high net-worth family on asset allocation, alternative investments, private fund administration, estate planning and charitable giving.
Prior to Lincoln Lee, she specialized in cutting edge healthcare technology with athenahealth, WebMD and Healtheon.
She received her Bachelor of Science in Business Administration with concentrations in International Business and Accounting from The American University in Washington, DC.
Postes actifs de Lorrie Allegra
| Sociétés | Poste | Début |
|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Stratège de marché | - |
Anciens postes connus de Lorrie Allegra
| Sociétés | Poste | Fin |
|---|---|---|
Lincoln Lee Investments LLC
 Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Corporate Officer/Principal | - |
Formation de Lorrie Allegra
| American University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
Lincoln Lee Investments LLC
Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Finance |
