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Lorrie Allegra
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Finance
Consumer Services
Profile
Lorrie Allegra worked as the Director of Strategy at BT Wealth Management LLC and as a Principal at Lincoln Lee Investments LLC.
Ms. Allegra completed their undergraduate degree at American University.
Former positions of Lorrie Allegra
| Companies | Position | End |
|---|---|---|
BT Wealth Management LLC
 BT Wealth Management LLC Investment ManagersFinance BTWM seeks to achieve the highest return for its clients with a portfolio that fits their individual risk preferences. Their investment strategy is firmly rooted in the use of modern portfolio theory (MPT) and a belief that investors’ returns are determined principally by asset allocation decisions. Accordingly, the firm primarily invests client accounts in diversified portfolios. They undertake a multi-step process to analyze and select investments for client accounts. | Market Strategist | 01/02/2020 |
Lincoln Lee Investments LLC
 Lincoln Lee Investments LLC Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Training of Lorrie Allegra
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
American University
 American University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BT Wealth Management LLC
BT Wealth Management LLC Investment ManagersFinance BTWM seeks to achieve the highest return for its clients with a portfolio that fits their individual risk preferences. Their investment strategy is firmly rooted in the use of modern portfolio theory (MPT) and a belief that investors’ returns are determined principally by asset allocation decisions. Accordingly, the firm primarily invests client accounts in diversified portfolios. They undertake a multi-step process to analyze and select investments for client accounts. | Finance |
Lincoln Lee Investments LLC
Lincoln Lee Investments LLC Investment ManagersFinance Provides investment services | Finance |
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