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Robert Alan McLemore
Analyst-Equity chez
Abbot Financial Management, Inc.
Profil
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.
Postes actifs de Robert Alan McLemore
| Sociétés | Poste | Début |
|---|---|---|
Abbot Financial Management, Inc.
 Abbot Financial Management, Inc. Investment ManagersFinance AFM assists their clients in achieving a consistent, dependable, investment return from a high-quality portfolio of stocks and bonds. The firm aims to protect assets and grow principal while being sensitive to each individual client’s risk parameters. | Analyst-Equity | 01/05/2000 |
Anciens postes connus de Robert Alan McLemore
| Sociétés | Poste | Fin |
|---|---|---|
Salomon Smith Barney, Inc.
 Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | 01/04/2000 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 31/12/1996 |
NDB Energy, Inc.
 NDB Energy, Inc. Financial ConglomeratesFinance Development stage company | Corporate Officer/Principal | - |
Formation de Robert Alan McLemore
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
NDB Energy, Inc.
NDB Energy, Inc. Financial ConglomeratesFinance Development stage company | Finance |
Abbot Financial Management, Inc.
Abbot Financial Management, Inc. Investment ManagersFinance AFM assists their clients in achieving a consistent, dependable, investment return from a high-quality portfolio of stocks and bonds. The firm aims to protect assets and grow principal while being sensitive to each individual client’s risk parameters. | Finance |
Wentworth Institute of Technology
 Wentworth Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Salomon Smith Barney, Inc.
Salomon Smith Barney, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
