Lee S. Grout
Portfolio Manager-Equities at NewSquare Capital LLC
Lee S. Grout active positions
| Companies | Position | Start | End |
|---|---|---|---|
NewSquare Capital LLC
 NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Portfolio Manager-Equities | 30/11/2019 | - |
Career history of Lee S. Grout
Former positions of Lee S. Grout
| Companies | Position | Start | End |
|---|---|---|---|
The Killen Group, Inc.
 The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Analyst-Equity | 31/01/1997 | 15/06/2016 |
| Director of Research - Equity | 31/01/1997 | 15/06/2016 | |
| Investment Committee Member | 27/06/2012 | 15/06/2016 | |
| Portfolio Manager-Equities | 31/01/1997 | 15/06/2016 |
Training of Lee S. Grout
| Bishop's University | Undergraduate Degree |
Statistics
International
| United States | 3 |
| Canada | 2 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
The Killen Group, Inc.
The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Finance |
NewSquare Capital LLC
NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Finance |
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