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@riverstoneadvisors.com
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3 phones found area 914
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LinkedIn matched
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Leslie Lammers, Cfa is listed as Investment Advisor, Chartered Financial Analyst, Riverstone Advisors, LLC at Riverstone Advisors, LLC, based in New Braunfels, Texas, United States. AeroLeads shows a work email signal at riverstoneadvisors.com, phone signal with area code 914, and a matched LinkedIn profile for Leslie Lammers, Cfa.
Leslie Lammers, Cfa previously worked as Investment Manager, President and Founder, CFA at Riverstone Advisors, Llc and Managing Director at Scudder, Stevens And Clark. Leslie Lammers, Cfa holds Bba, Finance from The University Of Texas At Austin.
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AeroLeads found 2 current-domain work email signals for Leslie Lammers, Cfa. Compare company email patterns before reaching out.
Leslie J. Lammers, CFA, President, always looks for the best way to manage your wealth. Her solutions are handcrafted for you. She analyzes your financial picture from a broad, top-down view, identifying risks and return possibilities of which you may be unaware. Leslie has a strong analytical ability - math has always been her forte. Leslie honed her analytical skills as a computer programmer at the beginning of her career. She draws on the pattern-recognition skills she sharpened while working as a data base designer and analyst for clients of MRI, a subsidiary of Intel Corporation at the time. For twenty-six years Leslie has selected stocks and bonds for clients at Riverstone Advisors, Scudder, Stevens & Clark and Barrett Associates. For fourteen years prior she was with J. P. Morgan advising clients on wealth management issues for seven years and analyzing the financial results of the investment division and the balance sheets of investment banks the other years. A Texas native, Leslie was awarded a business degree in Finance from the University of Texas at Austin. Leslie and Tom have been married for 40 years and are blessed with two daughters.Leslie J. Lammers holds the Chartered Financial Analyst designation (CFA). The CFA charter is a globally recognized designation awarded to individuals who successfully complete three levels of rigorous examinations. The program usually takes a minimum of three years. The CFA is considered the most challenging certification in the financial industry. Successful candidates typically study 750 hours. She claims to remember every hour of it. Topics include: ethics, bond and stock valuation, global investments, options and futures. The current pass rate is 40%. It's a bear.Riverstone Advisors, LLC ("Riverstone") is a Registered Investment Advisor ("RIA"), located in the State of Texas. Please visit our website https://riverstoneadvisors.com/disclosures for important disclosures.
Listed skills include Retirement Calculations, Investments, Wealth Management, Portfolio Management, and 14 others.
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New Braunfels, Texas, US
Riverstone Advisors helps people invest. We see through the thicket of your investments and simplify them so that you can understand what you own and what your risks are. We help you know what you own. We charge a fee that is usually one-half of 1% to 1% of the investments managed. Usually clients find that their investment returns improve well in excess.
Advised wealthy families on investments, managed portfolios, researched stock investments. Constructed portfolios to meet the needs of clients using stocks, bonds, cash and mutual funds. Helped clients determine how much to set aside money for children's college and for their retirement. Implemented these plans. Acted as spokesperson between the.
New York, NY, US
14 years of financial work. Primarily as a Private Banker working with wealthy families. Made recommendations to them on how to increase their wealth. Clients were primarily entrepreneurs,major NYC real estate owners, venture capital firms and advertising companies. Ran a banking team of seven bankers. Two years as the internal financial officer for the.
In 1975, personal computers were not yet prevalent. Software ran on large room-sized computers known as Big Iron. MRI developed a cutting-edge data base management system. Consulting consisted of helping users of MRI's data base management product improve their run times. It was all about efficiency. MRI was acquired by Intel Corporation. Concomitant, I.
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Leslie Lammers, Cfa works for Riverstone Advisors, LLC.
Leslie Lammers, Cfa is listed as Investment Advisor, Chartered Financial Analyst, Riverstone Advisors, LLC at Riverstone Advisors, LLC.
AeroLeads has found 2 work email signals at @riverstoneadvisors.com for Leslie Lammers, Cfa at Riverstone Advisors, LLC.
AeroLeads has found 3 phone signal(s) with area code 914 for Leslie Lammers, Cfa at Riverstone Advisors, LLC.
Leslie Lammers, Cfa is based in New Braunfels, Texas, United States while working with Riverstone Advisors, LLC.
Leslie Lammers, Cfa has worked for Riverstone Advisors, Llc, Scudder, Stevens And Clark, J P Morgan, and Mri Systems Corporation.
You can use AeroLeads to view verified contact signals for Leslie Lammers, Cfa at Riverstone Advisors, LLC, including work email, phone, and LinkedIn data when available.
Leslie Lammers, Cfa holds Bba, Finance from The University Of Texas At Austin.
Leslie Lammers, Cfa is listed with skills including Retirement Calculations, Investments, Wealth Management, Portfolio Management, Analysis, Finance, Trading, and Financial Advisory.
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