Michael Lacorte

Michael Lacorte Email and Phone Number

Investment Analyst at Cambridge Trust Company @ Cambridge Trust Company
cambridge, massachusetts, united states
Michael Lacorte's Location
Greater Boston, United States
Michael Lacorte's Contact Details

Michael Lacorte work email

Michael Lacorte personal email

Michael Lacorte phone numbers

About Michael Lacorte

Michael LaCorte has over 10 years experience in the financial services industry. He started his career as a Portfolio Accountant at a small Custody Bank and then moved to State Street and then JP Morgan where he held multiple roles on the Institutional side. In his current role at Cambridge Trust he is responsible for portfolio performance & attribution and assists with trading, portfolio risk, and asset allocation.MBA, Northeastern University 2015Dual undergraduate degree in Finance and Management from the University of Massachusetts at Lowell 2006

Michael Lacorte's Current Company Details
Cambridge Trust Company

Cambridge Trust Company

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Investment Analyst at Cambridge Trust Company
cambridge, massachusetts, united states
Website:
cambridgetrust.com
Employees:
363
Michael Lacorte Work Experience Details
  • Cambridge Trust Company
    Investment Analyst
    Cambridge Trust Company Nov 2018 - Present
    Boston, Massachusetts, United States
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  • Jpmorgan Chase & Co.
    Investment Performance And Analytics Associate
    Jpmorgan Chase & Co. May 2016 - Nov 2018
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  • State Street
    Investment Performance & Analytics , Officer
    State Street Aug 2012 - May 2016
    Boston, Massachusetts
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  • State Street
    Sr Performance & Analytics Analyst, Senior Associate
    State Street Mar 2010 - Aug 2012
    Boston, Massachusetts
    Reviewed performance and attribution packages and trained new-hires. Completed ad hoc projects and provided technical explanations for performance and attribution inquiries.*** Global Product Management Employee Committee – Communications Focus Group Member (2011-2012)*** GPM & SSIA Team Player Award Winner (2011)*** Reconciled the 10-year gross performance history across 3 plans of non-for-profit client (>$1 billion) leading to additional wins in performance analytics servicing.
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  • State Street
    Performance Measurement Analyst, Sr Associate
    State Street Apr 2008 - Mar 2010
    Boston, Massachusetts
    Constructed and maintained custom benchmarks, composites and reports. Reconciled performance differences with investment managers.
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  • Investors Bank & Trust
    Custody Fund Accountant
    Investors Bank & Trust Aug 2006 - Apr 2008
    Processed equity trades, currency trades, wires, and corporate actions on a daily basis for one of the banks largest global clientsWorked in team setting to price all securities and verify the accurate calculation of funds' Net Asset Value.Managed risk by reviewing daily and monthly reports to minimize errors and maintain highest level of service to clients. Acted as key liaison with other Custodial banks to verify positions and consulted with other departments to improve the quality of day to day operations.
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  • Putnam Investments
    Financial Service Representative
    Putnam Investments Oct 2005 - May 2006
    Assisted shareholders and broker/ dealers with account information and activityAnswered and responded appropriately to product, procedural, and operational inquiries from clients and other departments within the firmPossessed and administered strong knowledge of products, services, and legal requirements to answer client inquiries and complete financial transactionsGained exposure and valuable insight on the Mutual Fund industry while learning to communicate more effectively with all types of clients.
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Michael Lacorte Skills

Equities Investments Mutual Funds Financial Services Securities Fund Accounting Bloomberg Corporate Actions Portfolio Management Alternative Investments Fixed Income Hedge Funds Bloomberg Terminal Derivatives Asset Management Financial Risk Fund Administration Banking Asset Managment

Michael Lacorte Education Details

Frequently Asked Questions about Michael Lacorte

What company does Michael Lacorte work for?

Michael Lacorte works for Cambridge Trust Company

What is Michael Lacorte's role at the current company?

Michael Lacorte's current role is Investment Analyst at Cambridge Trust Company.

What is Michael Lacorte's email address?

Michael Lacorte's email address is ml****@****ail.com

What is Michael Lacorte's direct phone number?

Michael Lacorte's direct phone number is +1 212-270*****

What schools did Michael Lacorte attend?

Michael Lacorte attended Northeastern University, University Of Massachusetts At Lowell.

What skills is Michael Lacorte known for?

Michael Lacorte has skills like Equities, Investments, Mutual Funds, Financial Services, Securities, Fund Accounting, Bloomberg, Corporate Actions, Portfolio Management, Alternative Investments, Fixed Income, Hedge Funds.

Who are Michael Lacorte's colleagues?

Michael Lacorte's colleagues are Colleen Mccarthy, Lina Dell'aira, Stacey Truesdale, Bradley Jean, Maureen Kelliher, Stig Zarle, Tyler Radack.

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