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Profil
Lisa Anne Broome worked as an Investment Specialist at Sage Financial Group, Inc. from 2008 to 2009 and as an Investment Manager at Costello Asset Management, Inc. from 2013 to 2014.
She received a graduate degree from Drexel University in 2000 and an undergraduate degree from Elizabethtown College in 1995.
Anciens postes connus de Lisa Anne Broome
| Sociétés | Poste | Fin |
|---|---|---|
Costello Asset Management, Inc.
 Costello Asset Management, Inc. Investment ManagersFinance Costello Asset Management designs and builds investment portfolios that reflect their client’s specific financial goals while focusing on providing economic value and superior service. The firm’s investment style is rooted in growth at a reasonable price (GARP), giving equal emphasis to current stock valuation and future earnings expectations. They seek bond investments of high quality and ready liquidity. | Gestionnaire de Portefeuille-Actions | 22/05/2014 |
Sage Financial Group, Inc.
 Sage Financial Group, Inc. Investment ManagersFinance Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Formation de Lisa Anne Broome
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Elizabethtown College
 Elizabethtown College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sage Financial Group, Inc.
Sage Financial Group, Inc. Investment ManagersFinance Sage primarily allocates client investment assets among various fixed income securities, mutual funds, ETFs, alternative investments, and/or independent investment manager, on a discretionary and non-discretionary basis based on each client’s stated investment objective. The firm employs a strategic asset allocation investment management style that is designed to deliver the greatest long-term returns with the least risk. They establish strategic targets as long-term investment weightings for the major asset classes based on an investor’s risk-return profile and the assets’ potential returns, volatility, and diversification benefits under varying economic and financial conditions. | Finance |
Costello Asset Management, Inc.
Costello Asset Management, Inc. Investment ManagersFinance Costello Asset Management designs and builds investment portfolios that reflect their client’s specific financial goals while focusing on providing economic value and superior service. The firm’s investment style is rooted in growth at a reasonable price (GARP), giving equal emphasis to current stock valuation and future earnings expectations. They seek bond investments of high quality and ready liquidity. | Finance |
