![Jean Leslie Trim](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Jean Leslie Trim worked as a Managing Director & Portfolio Manager at Vigilant Capital Management LLC (Old) from 2011 to 2023.
Prior to that, she held the position of Senior Vice President at Bank of America Private Bank.
Ms. Trim holds an MBA from Bentley University, which she obtained in 1994.
She also completed her undergraduate studies at Merrimack College in 1989.
Anciens postes connus de Jean Leslie Trim
| Sociétés | Poste | Fin |
|---|---|---|
Vigilant Capital Management LLC (Old)
 Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant is an active investment manager and prefers to own individual securities in investment portfolios. They utilize a variety of investable instruments, all of which carry the risk of loss of capital. The firm uses an investment process that includes top-down (macroeconomic) and bottom-up (security selection) fundamental approaches to portfolio management. The process is driven by their Investment Policy Committee (IPC), which meets regularly to assess the investment climate across asset classes. The IPC is also responsible for directing the strategy within asset classes and the security selection process. | Membre du Comité d'Investissement | 01/06/2023 |
Bank of America Private Bank
 Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Corporate Officer/Principal | - |
Formation de Jean Leslie Trim
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Vigilant Capital Management LLC (Old)
Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant is an active investment manager and prefers to own individual securities in investment portfolios. They utilize a variety of investable instruments, all of which carry the risk of loss of capital. The firm uses an investment process that includes top-down (macroeconomic) and bottom-up (security selection) fundamental approaches to portfolio management. The process is driven by their Investment Policy Committee (IPC), which meets regularly to assess the investment climate across asset classes. The IPC is also responsible for directing the strategy within asset classes and the security selection process. | Finance |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrimack College
 Merrimack College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America Private Bank
Bank of America Private Bank Investment ManagersFinance The foundation of BAPB's equity selection process is proprietary research. They use a blend of qualitative and quantitative fundamental research to target large capitalization companies that have long-term growth potential, proven earnings track records, competitive advantages and strong management. Fixed-income investments are tailored to address client-specific needs for income and capital appreciation. | Finance |
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