Perfil
Mr. Greg J.
Lavine is Managing Advisor at L.
J.
Altfest & Co., Inc. where he serves as a Member of the Investment Committee, Portfolio Manager, Analyst and Market Strategist.
Prior to joining Altfest Personal Wealth Management in 2010, Mr. Lavine was employed as Credit Analyst by Boston Private Bank & Trust Co. and Financial Advisor at Merrill Lynch and Morgan Stanley.
Mr. Lavine received his BS in Professional Accounting from the University of Vermont.
He is also a Chartered Financial Analyst and a Certified Financial Planner.
Antiguos cargos conocidos de Greg Lavine.
| Empresas | Cargo | Fin |
|---|---|---|
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Analista-Renta Fija | - |
L. J. Altfest & Co., Inc.
 L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Analista-Renta Fija | - |
Formación de Greg Lavine.
| University of Vermont | Undergraduate Degree |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
L. J. Altfest & Co., Inc.
L. J. Altfest & Co., Inc. Investment ManagersFinance L. J. Altfest & Co., Inc., do-business-as Altfest Personal Wealth Management (Altfest), is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Lewis J. Altfest in 1983 and is owned by Altfest 2012 Family Trust. Altfest provides investment management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, and other business entities. | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Finance |
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