Lauren A. McCleery
Geen lopende functies
Profiel
Ms. Lauren A.
McCleery is Senior Client Services Associate at Penn Capital Management, Inc. She began her career with PENN Capital Management Company, Inc. in September 2002 as an intern with both the Investment Management and Client Services team.
In June 2005, she joined the firm as a full time associate.
She is responsible for the supervision of the day to day operations of the internal Marketing and Client Services Department with emphasis on commingled account processes and procedures.
Additionally, Ms. McCleery is responsible for working with the Compliance Team regarding firm and composite GIPS attestations as well as various limited partnership legal items.
She also serves on the firm’s Performance Evaluation and Client On-Boarding Committees.
Ms. McCleery received a BSBA with dual concentrations in Finance and Marketing from Drexel University’s LeBow College of Business.
Eerdere bekende functies van Lauren A. McCleery
| Bedrijven | Functie | Einde |
|---|---|---|
Penn Capital Management Co LLC
 Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Verkoop & Marketing | - |
Opleiding van Lauren A. McCleery
| Drexel University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Penn Capital Management Co LLC
Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels. | Finance |
