Profil
Mr. J.
D.
Leggott is an Investment & Risk Manager at Meristem Family Wealth LLC.
After assisting in the operations department and in various technology related roles, he joined the investment team in 2012 to provide support to Meristem’s senior investment professionals.
His responsibilities cover a wide range of roles including updating manager information, building models in Excel, and providing coverage for legacy common stock positions.
He also works with the client advisors and provides them with updated market and manager information.
He graduated from Creighton University in 2008.
Anciens postes connus de J. D. Leggott
| Sociétés | Poste | Fin |
|---|---|---|
Meristem Family Wealth LLC
 Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 25/05/2022 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Meristem Family Wealth LLC
Meristem Family Wealth LLC Investment ManagersFinance Meristem Family Wealth LLC is an independent wealth management firm and registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Charlie Maxwell and Bob Westenberg in 2003. Meristem Family Wealth provides investment management services to individuals and families and their related family partnerships, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
