Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ Email and Phone Number

Senior Portfolio Manager at Ledyard Financial Advisors @ Ledyard Financial Advisors
hanover, new hampshire, united states
Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s Location
Greater Boston, United States
Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s Contact Details

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ work email

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ personal email

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ phone numbers

About Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™

Experienced investment professional with demonstrated expertise in research, analysis and portfolio management. Specializing in private market research and sustainable investing.

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s Current Company Details
Ledyard Financial Advisors

Ledyard Financial Advisors

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Senior Portfolio Manager at Ledyard Financial Advisors
hanover, new hampshire, united states
Website:
ledyardfinancialadvisors.com
Employees:
48
Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ Work Experience Details
  • Ledyard Financial Advisors
    Svp, Senior Portfolio Manager And Investment Strategist
    Ledyard Financial Advisors Mar 2022 - Present
    Managing traditional and sustainable investment portfolios, conducting investment research, and providing client service.
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  • The Colony Group
    Senior Portfolio Manager
    The Colony Group Jul 2021 - Mar 2022
    Greater Boston
    Managing traditional and sustainable investment portfolios, conducting private market investment research, and providing client service.
    View
  • The Colony Group
    Portfolio Manager
    The Colony Group Oct 2019 - Jul 2021
    Greater Boston Area
    Managing diversified portfolios to support our clients in pursuit of their investment objectives.
    View
  • Harvest Capital Management, Inc
    Portfolio Manager
    Harvest Capital Management, Inc Jan 2017 - Sep 2019
    Greater Boston Area
    Managing diversified portfolios to support our clients in pursuit of their investment objectives. Harvest Capital Management joined The Colony Group (merger 10/1/2019).
  • Harvest Capital Management, Inc
    Investment Analyst
    Harvest Capital Management, Inc Sep 2016 - Dec 2016
    Responsible for researching traditional and alternative investment strategies, designing reports and developing tools for portfolio monitoring and analysis.
  • Lincoln Financial Network
    Due Diligence Analyst
    Lincoln Financial Network Jun 2014 - Aug 2016
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  • New Hampshire Retirement System
    Investment Officer
    New Hampshire Retirement System Jan 2010 - Jun 2014
    View

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ Skills

Mutual Funds Investments Bloomberg Hedge Funds 401k Strategic Financial Planning Retirement Financial Modeling Equities Financial Services Fixed Income Wealth Management Risk Management Private Equity Investment Strategies Asset Managment Valuation Due Diligence Alternative Investments Investment Management Portfolio Management Investment Advisory Financial Analysis Asset Allocation Securities Asset Management Capital Markets Fund Of Funds Economics Bonds Venture Capital Retirement Planning Emerging Markets Pensions Equity Research Etfs Institutional Investments Financial Markets Pension Funds Financial Planning

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ Education Details

Frequently Asked Questions about Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™

What company does Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ work for?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ works for Ledyard Financial Advisors

What is Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s role at the current company?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s current role is Senior Portfolio Manager at Ledyard Financial Advisors.

What is Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s email address?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s email address is jg****@****ail.com

What is Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s direct phone number?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s direct phone number is +160341*****

What schools did Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ attend?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ attended Southern New Hampshire University, University Of New Hampshire.

What are some of Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s interests?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ has interest in Investments, Economics, Cycling And Reading, Running, Global Politics And World Affairs.

What skills is Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ known for?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™ has skills like Mutual Funds, Investments, Bloomberg, Hedge Funds, 401k, Strategic Financial Planning, Retirement, Financial Modeling, Equities, Financial Services, Fixed Income, Wealth Management.

Who are Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s colleagues?

Jeff Gendron, Mba, Caia, Cepa, Chartered Sri Counselor™'s colleagues are Jenness Burns, Karen Crump, Alex Bacon, Sarah Stevens Salo, Gail Trottier, Tammy Martel, Dennis Logue.

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