![Lydia Carreiro Sheckels](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
Lydia Carreiro Sheckels formerly worked at Wescott Financial Advisory Group LLC, as Partner, CIO Emeritus & Senior Financial Advisor from 1991 to 2024.
Ms. Sheckels received her undergraduate degree from Providence College.
Anciens postes connus de Lydia Carreiro Sheckels
| Sociétés | Poste | Fin |
|---|---|---|
Wescott Financial Advisory Group LLC
 Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style. | Directeur en chef des Investissements | 01/12/2024 |
Formation de Lydia Carreiro Sheckels
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
6
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style. | Finance |
