Robert Alan McLemore
Analyst-Equity bij Abbot Financial Management, Inc.
Profiel
Mr. Robert A.
McLemore is a Portfolio Manager at Abbot Financial Management, Inc. He is responsible for the day-to-day management of client portfolios.
He conducts periodic reviews of accounts with clients and updates their investment objectives in one-on-one meetings, and assists in the firms’ research efforts.
He has been in the investment business since 1984.
Before joining Abbot Financial Management in May 2000, he was a Financial Consultant with Solomon Smith Barney for thirteen years.
While there, he worked with high net worth clients and business owners, and has experience in the equities and fixed income markets.
Prior to that, he was an Account Executive with Merrill Lynch & Co. for three years.
Before entering the investment business, Mr. McLemore was President of International Energy Engineering, Inc., a firm that provided consulting services to the electric power generation industry, as well as various other commercial and industrial clients.
He is a graduate of Wentworth Institute and is a Registered Professional Engineer.
Actieve functies van Robert Alan McLemore
Bedrijven | Functie | Begin |
---|---|---|
Abbot Financial Management, Inc.
Abbot Financial Management, Inc. Investment ManagersFinance Founded in 1983 by William Novelline, Abbot Financial Management, Inc. is a registered investment advisor located in North Andover, Massachusetts. The firm provides investment management services to individuals, families, corporations, retirement plans and foundations. | Analyst-Equity | 01-05-2000 |
Eerdere bekende functies van Robert Alan McLemore
Bedrijven | Functie | Einde |
---|---|---|
Salomon Smith Barney, Inc. | Corporate Officer/Principal | 01-04-2000 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31-12-1996 |
NDB Energy, Inc.
NDB Energy, Inc. Financial ConglomeratesFinance NDB Energy, Inc. is in the process of locating new commercial opportunities. The company is currently not engaged in any business operations. It is in the process of attempting to identify, locate and if warranted, acquire new commercial opportunities. The company was founded on November 6, 1998 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Opleiding van Robert Alan McLemore
Wentworth Institute of Technology | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
NDB Energy, Inc.
NDB Energy, Inc. Financial ConglomeratesFinance NDB Energy, Inc. is in the process of locating new commercial opportunities. The company is currently not engaged in any business operations. It is in the process of attempting to identify, locate and if warranted, acquire new commercial opportunities. The company was founded on November 6, 1998 and is headquartered in Washington, DC. | Finance |
Abbot Financial Management, Inc.
Abbot Financial Management, Inc. Investment ManagersFinance Founded in 1983 by William Novelline, Abbot Financial Management, Inc. is a registered investment advisor located in North Andover, Massachusetts. The firm provides investment management services to individuals, families, corporations, retirement plans and foundations. | Finance |
Salomon Smith Barney, Inc. | Finance |