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Lorie A. Hamilton
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Finance
Consumer Services
Perfil
Ms. Lorie A. Hamilton is a Portfolio Manager & Investment Advisor at Voit & Hamilton LLC.
Ms. Hamilton has several years of investment experience and a diverse background that includes working for Investment Management & Research in Roy, Utah (a division of Raymond James) where she performed investment research, developed portfolio and asset allocation strategies, and supported trading functions.
She also worked at Merrill Lynch in various capacities, including financial consulting, operations, and administration.
Ms. Hamilton has a Bachelor degree in Finance from the University of Wisconsin-Milwaukee.
She is a Certified Financial Planner.
Antiguos cargos conocidos de Lorie A. Hamilton.
| Empresas | Cargo | Fin |
|---|---|---|
Voit & Co. LLC
 Voit & Co. LLC Investment ManagersFinance Voit employs an all-cap proprietary research driven approach and focuses on bottom-up, company specific approach for an all market cap portfolio. The firm develops customized portfolios utilizing individual stocks and bonds. Option investing is available for portfolios to attempt to generate additional income or to mitigate downside risk during volatile market conditions. The firm aims to lessen volatility through a combination of diversification, the use of options and by investing in value orientated, large-cap, and dividend paying stocks for the equity portion of a portfolio. Voit has six primary investment objectives: conservative, income & growth, 50/50, growth & income, growth and all equity. Two additional types of investment objectives are available for individual clients: fixed income only and aggressive growth. | Gestor de Cartera-Acciones | 23/01/2013 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
| RAYMOND JAMES FINANCIAL, INC. | Corporate Officer/Principal | - |
Formación de Lorie A. Hamilton.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Raymond James Financial, Inc.
 Raymond James Financial, Inc. Investment ManagersFinance Provides wealth management, investment banking and advisory services | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Voit & Co. LLC
Voit & Co. LLC Investment ManagersFinance Voit employs an all-cap proprietary research driven approach and focuses on bottom-up, company specific approach for an all market cap portfolio. The firm develops customized portfolios utilizing individual stocks and bonds. Option investing is available for portfolios to attempt to generate additional income or to mitigate downside risk during volatile market conditions. The firm aims to lessen volatility through a combination of diversification, the use of options and by investing in value orientated, large-cap, and dividend paying stocks for the equity portion of a portfolio. Voit has six primary investment objectives: conservative, income & growth, 50/50, growth & income, growth and all equity. Two additional types of investment objectives are available for individual clients: fixed income only and aggressive growth. | Finance |
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