Lorrie Allegra

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Finance

Consumer Services

Profil

Lorrie Allegra worked as the Director of Strategy at BT Wealth Management LLC and as a Principal at Lincoln Lee Investments LLC.
Ms. Allegra completed their undergraduate degree at American University.

Ehemalige bekannte Positionen von Lorrie Allegra

Unternehmen	Position	Ende
BT Wealth Management LLC BT Wealth Management LLC Investment ManagersFinance BTWM seeks to achieve the highest return for its clients with a portfolio that fits their individual risk preferences. Their investment strategy is firmly rooted in the use of modern portfolio theory (MPT) and a belief that investors’ returns are determined principally by asset allocation decisions. Accordingly, the firm primarily invests client accounts in diversified portfolios. They undertake a multi-step process to analyze and select investments for client accounts.	Marktstratege	01.02.2020
Lincoln Lee Investments LLC Lincoln Lee Investments LLC Investment ManagersFinance Provides investment services	Corporate Officer/Principal	-

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Ausbildung von Lorrie Allegra

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Besetzte Positionen

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Private Unternehmen

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Unternehmensverbindungen

Private Unternehmen	3
American University American University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BT Wealth Management LLC BT Wealth Management LLC Investment ManagersFinance BTWM seeks to achieve the highest return for its clients with a portfolio that fits their individual risk preferences. Their investment strategy is firmly rooted in the use of modern portfolio theory (MPT) and a belief that investors’ returns are determined principally by asset allocation decisions. Accordingly, the firm primarily invests client accounts in diversified portfolios. They undertake a multi-step process to analyze and select investments for client accounts.	Finance
Lincoln Lee Investments LLC Lincoln Lee Investments LLC Investment ManagersFinance Provides investment services	Finance