Profil
Mr. Andrew R.
Grider, CFA, is a President at Leelyn Smith LLC.
He oversees the firm's investment advisors, client services, and operations and also serves as lead advisor for a select group of clients.
He joined the firm in 2007 and was named president in 2011.
Mr. Grider holds the esteemed Chartered Financial Analyst designation.
Postes actifs de Drew Grider
| Sociétés | Poste | Début |
|---|---|---|
Leelyn Smith LLC
Leelyn Smith LLC Investment ManagersFinance Leelyn Smith primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, and mutual funds, exchange traded funds (ETFs), on a discretionary basis in accordance with the client’s designated investment objective(s). Once allocated, the firm provides ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Directeur Général | 01/01/2020 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Leelyn Smith LLC
Leelyn Smith LLC Investment ManagersFinance Leelyn Smith primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, and mutual funds, exchange traded funds (ETFs), on a discretionary basis in accordance with the client’s designated investment objective(s). Once allocated, the firm provides ongoing monitoring and review of account performance, asset allocation and client investment objectives. | Finance |
















