Profiel
Lester Elliot Satlow worked as a Senior Portfolio Manager & Director of Research at New England Investment & Retirement Group, Inc. He then worked as a Portfolio Manager at Cabot Wealth Management, Inc. from 2004 to 2011.
After that, he worked as a Portfolio Manager at Boston Advisors LLC.
Satlow received his undergraduate degree from the University of Washington and his graduate degree from The Johns Hopkins University.
Eerdere bekende functies van Lester Elliot Satlow
| Bedrijven | Functie | Einde |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Portefeuillebeheerder-Aandelen | 31-10-2011 |
New England Investment & Retirement Group, Inc.
 New England Investment & Retirement Group, Inc. Investment ManagersFinance New England Investment & Retirement Group, Inc. offers financial planning services to individuals as well as small and mid-sized businesses. The firm provides wealth management, investment advisory, risk management & asset protection, retirement & sufficiency plan, estate & charitable planning and group planning services. NEINV was founded in 1995 and is headquartered in North Andover, MA. | Directeur van Onderzoek - Eigen Vermogen | - |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Lester Elliot Satlow
| University of Washington | Undergraduate Degree |
| The Johns Hopkins University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Founded in 1982, Boston Advisors LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of Birdsong Capital LLC. They provide discretionary portfolio management services to individual and institutional clients. | Finance |
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. Investment ManagersFinance New England Investment & Retirement Group, Inc. offers financial planning services to individuals as well as small and mid-sized businesses. The firm provides wealth management, investment advisory, risk management & asset protection, retirement & sufficiency plan, estate & charitable planning and group planning services. NEINV was founded in 1995 and is headquartered in North Andover, MA. | Finance |
