Perfil
Ms. Lisa M.
Supple is a Vice President at Woodstock Corp.
She joined Woodstock in 2017 and has over 26 years of investment management experience, including 18 years of trading experience.
She is a portfolio manager and trader at Woodstock with marketing and analytical responsibilities for the consumer staples sector.
In her previous position as a portfolio manager and trader at BNY Mellon, Ms. Supple specialized in fixed income securities, investing and trading corporates, treasuries and agencies for high net worth individuals, family offices, endowments, foundations, and insurance accounts.
As a senior relationship manager at Mellon Bank, she was a founding team member in establishing Mellon Bank’s Boston Family Office.
Ms. Supple received an MS in Administration from Boston University and a BA in Business from Saint Anselm College.
She is also a graduate of the New England School of Banking Trust & Estate Planning Program at Williams College.
Cargos activos de Lisa Marie Supple
| Empresas | Cargo | Inicio |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Analyst-Equity | 01/01/2017 |
Antiguos cargos conocidos de Lisa Marie Supple.
| Empresas | Cargo | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | - |
Formación de Lisa Marie Supple.
| St. Anselm College | Undergraduate Degree |
| Boston University | Graduate Degree |
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1929 and is a subsidiary of Sagamore Operations & Management LLC. Woodstock provides wealth management services to individuals and families, pension profit sharing plans, trusts, estates, charitable organizations, and corporations. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
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