Jean Leslie Trim

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Finance

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Perfil

Jean Leslie Trim worked as a Managing Director & Portfolio Manager at Vigilant Capital Management LLC (Old) from 2011 to 2023.
Prior to that, she held the position of Senior Vice President at Bank of America Private Bank.
Ms. Trim holds an MBA from Bentley University, which she obtained in 1994.
She also completed her undergraduate studies at Merrimack College in 1989.

Antiguos cargos conocidos de Jean Leslie Trim.

Empresas	Cargo	Fin
Vigilant Capital Management LLC (Old) Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client.	Miembro del Comité de Inversión	01/06/2023
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.	Corporate Officer/Principal	-

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Formación de Jean Leslie Trim.

Bentley University	Masters Business Admin
Merrimack College	Undergraduate Degree

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Vigilant Capital Management LLC (Old) Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client.	Finance
Bank of America Private Bank Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services.	Finance