Dave Lemons
Algemeen Directeur bij Alapocas Investment Partners, Inc.
Profiel
Mr. David W.
Lemons, CFA, is a Founder & President at Alapocas Investment Partners, Inc.
Mr. Lemons worked as a Portfolio Manager, Chief Compliance Officer & Senior Managing Director from East Coast Asset Management (2013-2019), Co-Chief Investment Officer & President of Knott Asset Management (2011-2013), Founder & Owner from Vedette Asset Management (2006-2011), Vice President & Co-Chief Investment Officer from Foster, Dykema, Cabot & Co. (2002-2005), Vice President & Investment Manager from Cambridge Trust Company (1998-2002), Investment Manager & Asset Allocation strategist from Fidelity Investments (1992-1998), Financial Consultant from Merrill Lynch, Pierce, Fenner & Smith (1991-1992) and Business Analyst of Energy Group from Johnson & Higgins (1988-1991).
Mr. Lemons graduated from Trinity College in Hartford, CT with a B.A.
in History, studied Economics at the University of London/London School of Economics, and is a CFA charterholder.
He also graduated from Wilmington Friends School in Wilmington, DE, which is located on Alapocas Drive adjacent to Alapocas Woods.
Actieve functies van Dave Lemons
| Bedrijven | Functie | Begin |
|---|---|---|
Alapocas Investment Partners, Inc.
 Alapocas Investment Partners, Inc. Investment ManagersFinance Alapocas Investment Partners, Inc. (AIP) is an independent registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by David W. Lemons in 2019. AIP primarily provides customized investment management services to individuals, high net worth individuals, charitable organizations, corporations, trusts including pooled investment trusts, and other entities. | Algemeen Directeur | 01-02-2019 |
Eerdere bekende functies van Dave Lemons
| Bedrijven | Functie | Einde |
|---|---|---|
East Coast Asset Management LLC
 East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Compliance Officer | 01-01-2019 |
Foster Dykema Cabot & Co., Inc.
 Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Analyst-Equity | 31-12-2005 |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - |
Johnson & Higgins
 Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Corporate Officer/Principal | - |
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Corporate Officer/Principal | - |
Opleiding van Dave Lemons
| Trinity College (Connecticut) | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Johnson & Higgins
Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Finance |
Foster Dykema Cabot & Co., Inc.
Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
Knott Asset Management LLC
 Knott Asset Management LLC Investment ManagersFinance Founded in 2011, Knott Asset Management LLC is a registered investment advisor located in Cambridge, Massachusetts. The firm is a subsidiary of NPI Capital LP (NPIC), a global asset management firm that acquires equity positions in boutique investment managers. They manage portfolios for institutional and individual clients. In May 2011, Knott Asset Management completed the purchase of Knott Capital Management's separate account and mutual fund investment management business. In conjunction with the purchase, Knott Asset Management merged with Cambridge, Massachusetts-based Vedette Asset Management LLC, an NPIC affiliate that provides investment management and advisory services to institutional and individual clients. | Finance |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
East Coast Asset Management LLC
East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Finance |
Alapocas Investment Partners, Inc.
Alapocas Investment Partners, Inc. Investment ManagersFinance Alapocas Investment Partners, Inc. (AIP) is an independent registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by David W. Lemons in 2019. AIP primarily provides customized investment management services to individuals, high net worth individuals, charitable organizations, corporations, trusts including pooled investment trusts, and other entities. | Finance |
