Leslie Lammers, Cfa Email and Phone Number
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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.
Riverstone Advisors, Llc
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Investment Manager, President And Founder, CfaRiverstone Advisors, Llc Mar 2004 - PresentNew Braunfels, Texas, UsRiverstone 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 of our charges. Your results are clearly stated. We primarily invest in stocks and bonds to meet your objectives. Geography is not destiny; we work with clients all over the U.S. We will come to you. -
Managing DirectorScudder, Stevens And Clark 1992 - 1997Advised 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 generations within families. Traveled extensively to meet with clients.
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Vice PresidentJ P Morgan 1979 - 1992New York, Ny, Us14 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 Investment Division. Made recommendations on how to improve profitability of the division. Oversaw budget for the division. Consulted with investment managers. Two years as a liaison between the Financial Division and the technology group. Translated needs into technology speak and vice versa. -
Software Consultant And EducatorMri Systems Corporation 1975 - 1979In 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 was recruited by J P Morgan. JPM was a client of MRI and I was their client representative.
Leslie Lammers, Cfa Skills
Leslie Lammers, Cfa Education Details
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The University Of Texas At AustinFinance
Frequently Asked Questions about Leslie Lammers, Cfa
What company does Leslie Lammers, Cfa work for?
Leslie Lammers, Cfa works for Riverstone Advisors, Llc
What is Leslie Lammers, Cfa's role at the current company?
Leslie Lammers, Cfa's current role is Investment Advisor, Chartered Financial Analyst, Riverstone Advisors, LLC.
What is Leslie Lammers, Cfa's email address?
Leslie Lammers, Cfa's email address is lj****@****hoo.com
What is Leslie Lammers, Cfa's direct phone number?
Leslie Lammers, Cfa's direct phone number is +191472*****
What schools did Leslie Lammers, Cfa attend?
Leslie Lammers, Cfa attended The University Of Texas At Austin.
What skills is Leslie Lammers, Cfa known for?
Leslie Lammers, Cfa has skills like Retirement Calculations, Investments, Wealth Management, Portfolio Management, Analysis, Finance, Trading, Financial Advisory, Entrepreneurship, Venture Capital, Retirement, Management.
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