![Lorrie Allegra](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>)
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.
| Företag | Position | Slut |
|---|---|---|
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. | Marknadsstrateg | 2020-02-01 |
Lincoln Lee Investments LLC
 Lincoln Lee Investments LLC Investment ManagersFinance Provides investment services | Företagsledare/Principal | - |
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
| Privata företag | 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 |
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