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Lorrie Allegra
Stratega di mercato presso BT Wealth Management LLC
Profilo
Ms. Lorrie Allegra is a Director of Strategy at BT Wealth Management LLC.
She is responsible for advising firm leadership regarding growth, consulting, marketing, investment funds and operations.
She has over 20 years of consulting, operational, strategic, sales and marketing experience.
Most recently, Ms. Allegra worked as Senior Vice President and Chief Investment Officer of Lincoln Lee Investments, a family office, working with a high net-worth family on asset allocation, alternative investments, private fund administration, estate planning and charitable giving.
Prior to Lincoln Lee, she specialized in cutting edge healthcare technology with athenahealth, WebMD and Healtheon.
She received her Bachelor of Science in Business Administration with concentrations in International Business and Accounting from The American University in Washington, DC.
Posizioni attive di Lorrie Allegra
Società | Posizione | Inizio |
---|---|---|
BT Wealth Management LLC
![]() BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Stratega di mercato | - |
Precedenti posizioni note di Lorrie Allegra
Società | Posizione | Fine |
---|---|---|
Lincoln Lee Investments LLC
![]() Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Corporate Officer/Principal | - |
Formazione di Lorrie Allegra
American University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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BT Wealth Management LLC
![]() BT Wealth Management LLC Investment ManagersFinance BT Wealth Management LLC (BTWM) is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Cliff Draughn in 2008. In 2022, they became a subsidiary of Waverly Advisors LLC, ultimately owned by Warren Averett Cos. LLC. BTWM provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations, and privately offered pooled investment vehicles. | Finance |
Lincoln Lee Investments LLC
![]() Lincoln Lee Investments LLC Investment ManagersFinance Lincoln Lee Investments LLC provides investment services. The American company was founded by Joseph C. Allegra. Joseph C. Allegra has been the CEO since incorporation. | Finance |
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