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Lee S. Grout
Portfolio Manager-Equities at NewSquare Capital LLC
Profile
Mr. Lee S.
Grout, CFA, is a Senior Portfolio Manager at NewSquare Capital LLC.
With over 25 years of experience in the investment industry.
Mr. Grout oversees both investment research and portfolio management for solutions that are designed to meet a wide range of investor needs.
Mr. Grout was most recently Portfolio Manager at Chartwell Investment Partners, Berwyn, Pennsylvania.
Prior to that, he spent 14 years as Portfolio Manager and Head of Investment Research at the Killen Group, Inc., also in Berwyn.
He served as Secretary of the Board of Directors and held an ownership interest in the firm.
Lee’s investment research career dates from 1994, when he joined McCabe Capital Managers, King of Prussia, Pennsylvania, as a research analyst.
He started his investment industry career in 1993 as a Mutual Fund Accountant with SEI Corporation in Oaks, Pennsylvania.
He is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society of Philadelphia.
He earned a Bachelor of Business Administration degree in Finance from Bishop’s University, Lennoxville, Quebec.
Lee S. Grout active positions
Companies | Position | Start |
---|---|---|
NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Portfolio Manager-Equities | 01/12/2019 |
Former positions of Lee S. Grout
Companies | Position | End |
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The Killen Group, Inc.
![]() The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Director of Research - Equity | 16/06/2016 |
Training of Lee S. Grout
Bishop's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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The Killen Group, Inc.
![]() The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts. | Finance |
NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Finance |
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