Ralph Lehman, Cfa, Caia, Jd

Ralph Lehman, Cfa, Caia, Jd Email and Phone Number

Author of the The Elusive Trade: How the ETF Conquered Wall Street. @ USI Consulting Group
Ralph Lehman, Cfa, Caia, Jd's Location
Knoxville, Tennessee, United States, United States
Ralph Lehman, Cfa, Caia, Jd's Contact Details

Ralph Lehman, Cfa, Caia, Jd work email

Ralph Lehman, Cfa, Caia, Jd personal email

n/a
About Ralph Lehman, Cfa, Caia, Jd

AT USI Consulting, I provide investment advice to an array of DB and DC plans of private and public sector employers as well as non-profits. USI Consulting works with firms to develop and provide appropriate retirement plans for their employees. My book on the ETF's development, the Elusive Trade, is scheduled for a late-January, early February release.https://www.usicg.com/disclosures/social-media-disclosure

Ralph Lehman, Cfa, Caia, Jd's Current Company Details
USI Consulting Group

Usi Consulting Group

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Author of the The Elusive Trade: How the ETF Conquered Wall Street.
Ralph Lehman, Cfa, Caia, Jd Work Experience Details
  • Usi Consulting Group
    Investment Consultant
    Usi Consulting Group Sep 2018 - Present
    Glastonbury, Ct, Us
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  • The Elusive Trade
    Book Author
    The Elusive Trade Aug 2018 - Present
    The Elusive Trade details the creation of the Exchange Traded Fund, from the first days of indexing at Wells Fargo, through the successful launches of the Spider at the American Exchange, the TIPS at the Toronto Exchange, and the iShares that now reside with BlackRock. The book also provides the innovators and creators who made this security possible.
  • Pinnacle Financial Partners
    Portfolio Manager
    Pinnacle Financial Partners Dec 2010 - Aug 2016
    Nashville, Tn, Us
    • Portfolio manager (Knoxville market); accounts ranged from: investment, retirement, endowment and foundations, as well as trusts. • Advisor on issues of: financial and retirement planning and basic tax issues. • Spearheaded entry into 401-k market; gateway to subsequent 401-k and banking opportunities. • Extensively involved in sales presentations made in the Knoxville market.
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  • First Tennessee Bank
    Portfolio Manager
    First Tennessee Bank Oct 2008 - Dec 2010
    Memphis, Tennessee, Us
    • Responsible for over 700 accounts with mkt. value in excess of $1 billion. Managed over 300 portfolios in excess of $400 million dollars. Lead contact on investment-driven relationships. • Managed a multi-asset class portfolio that outperformed its composite benchmark since inception. • Member of the Advisory Investment Committee which managed private wealth the portfolios.
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  • Home Federal Bank
    Investment Manager
    Home Federal Bank Feb 2001 - Oct 2008
    • Managed three-member investment team; directed investment strategy for $700 million in assets for trust, estate, retirement, and investment accounts. • Produced much of the sales presentations materials and was personally engaged in sales meetings. • Conducted regular economic and financial market briefings for management and Board.
  • Councilmark Asset Management
    Equity Analyst
    Councilmark Asset Management Dec 1999 - Feb 2001
    Research analyst focusing on equities for a boutique investment firm in Knoxville, Tn.
  • Worldwide Discipleship Association
    Campus Ministry Training And Counselor
    Worldwide Discipleship Association Jun 1986 - May 1995
    Campus minister for a disciple-based ministry. I worked at Florida State University, Auburn University and the University of Tennessee.

Ralph Lehman, Cfa, Caia, Jd Skills

Portfolio Management Investments Equities Asset Management Wealth Management Financial Analysis Financial Modeling Asset Allocation Alternative Investments Fixed Income Writing Counseling Economic History Bloomberg Factset Asset Managment Investment Strategies Investment Advisory Advent Estate Planning Business Development Derivatives Capital Markets Securities Banking Training Leadership Financial Planning Credit Risk Leadership Development Retirement Planning Management Microsoft Excel Microsoft Office Tax Law Public Speaking Economics Etfs

Ralph Lehman, Cfa, Caia, Jd Education Details

  • Haslam College Of Business At The University Of Tennessee
    Haslam College Of Business At The University Of Tennessee
    Finance
  • University Of Tennessee College Of Law
    University Of Tennessee College Of Law
  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    International Business
  • Peachtree High School
    Peachtree High School

Frequently Asked Questions about Ralph Lehman, Cfa, Caia, Jd

What company does Ralph Lehman, Cfa, Caia, Jd work for?

Ralph Lehman, Cfa, Caia, Jd works for Usi Consulting Group

What is Ralph Lehman, Cfa, Caia, Jd's role at the current company?

Ralph Lehman, Cfa, Caia, Jd's current role is Author of the The Elusive Trade: How the ETF Conquered Wall Street..

What is Ralph Lehman, Cfa, Caia, Jd's email address?

Ralph Lehman, Cfa, Caia, Jd's email address is ra****@****nfp.com

What schools did Ralph Lehman, Cfa, Caia, Jd attend?

Ralph Lehman, Cfa, Caia, Jd attended Haslam College Of Business At The University Of Tennessee, University Of Tennessee College Of Law, University Of Georgia - Terry College Of Business, Peachtree High School.

What are some of Ralph Lehman, Cfa, Caia, Jd's interests?

Ralph Lehman, Cfa, Caia, Jd has interest in Finance/economics, Theology, Church History, Gardening, Reading, Managment/leadership.

What skills is Ralph Lehman, Cfa, Caia, Jd known for?

Ralph Lehman, Cfa, Caia, Jd has skills like Portfolio Management, Investments, Equities, Asset Management, Wealth Management, Financial Analysis, Financial Modeling, Asset Allocation, Alternative Investments, Fixed Income, Writing, Counseling.

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