Sheila Chen Lawrence
Portefeuillebeheerder-Aandelen bij Ballentine Partners LLC
Profiel
Ms. Sheila C.
Lawrence is a Partner & Senior Client Advisor at Ballentine Partners LLC.
A significant portion of her practice involves estate planning, wealth transfer and investment management with a particular focus on philanthropy, financial education and coaching for the rising generation.
She works closely with each member of a family to ensure continuation of values from one generation to the next.
Prior to that, Ms. Lawrence worked at Bear Stearns & Co., Inc. in the credit risk management department.
She managed credit risks across the firm's derivatives transactions portfolio, including those for high net worth clients.
Ms. Lawrence graduated from the University of California at Berkeley, Summa Cum Laude, Phi Beta Kappa, with a B.A.
in Economics.
She earned a Master of Arts in Law and Diplomacy from The Fletcher School of Law and Diplomacy, concentrating on international business and international trade policy.
She is a Certified Financial Planner practitioner.
Actieve functies van Sheila Chen Lawrence
| Bedrijven | Functie | Begin |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Portefeuillebeheerder-Aandelen | 25-01-2010 |
Eerdere bekende functies van Sheila Chen Lawrence
| Bedrijven | Functie | Einde |
|---|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Corporate Officer/Principal | - |
Opleiding van Sheila Chen Lawrence
| University of California, Berkeley | Undergraduate Degree |
| Fletcher School of Law | Graduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
