![Bonnie L. McLellan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bonnie L. McLellan
Membre du Comité d'Investissement chez
Trust Company of Vermont
Profil
Ms. Bonnie L.
McLellan is a Vice President at Trust Company of Vermont.
She began her career in portfolio management in 1987 and has built client relationships spanning multiple generations.
Early in her career, she was responsible for the management of two proprietary trust funds.
As a member of the Trust Investment team, she takes pride in helping clients to achieve their investment goals.
She received her undergraduate degree from Mount St. Joseph University.
Postes actifs de Bonnie L. McLellan
| Sociétés | Poste | Début |
|---|---|---|
Trust Company of Vermont
 Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Membre du Comité d'Investissement | - |
Formation de Bonnie L. McLellan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Trust Company of Vermont
Trust Company of Vermont Investment ManagersFinance Trust Company of Vermont’s investment process begins with the Trust Investment Committee (TIC), which is responsible for setting investment policy, maintaining their approved equity list, and identifying new potentially attractive investment opportunities for clients. Portfolios are developed based on the client’s long-term goals, cash needs and tolerance for risk. They customize portfolios for their clients, and do not use a one size fits all approach to investment management. Individual stocks are selected based on factors including sustainable competitive advantages, superior financial strength, high quality management and potential for future growth. Individual bonds are selected based on the credit quality of the issuer and the tax bracket of the client. | Finance |
Mount St. Joseph University
 Mount St. Joseph University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
