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Profil
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.
Anciens postes connus de Lester Elliot Satlow
| Sociétés | Poste | Fin |
|---|---|---|
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Gestionnaire de Portefeuille-Actions | 31/10/2011 |
New England Investment & Retirement Group, Inc.
 New England Investment & Retirement Group, Inc. Investment ManagersFinance Provides investment advice | Directeur de la Recherche - Actions | - |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Lester Elliot Satlow
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Cabot Wealth Management, Inc.
Cabot Wealth Management, Inc. Investment ManagersFinance CWM uses an active approach to portfolio management to customize strategies based on the needs of their clients. As active managers, they adjust their strategies based on market conditions and as their clients’ goals change. Tehe firm’s in-house team of equity and fixed-income portfolio managers work closely with their advisory team to develop well-balanced investment strategies. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New England Investment & Retirement Group, Inc.
New England Investment & Retirement Group, Inc. Investment ManagersFinance Provides investment advice | Finance |
