Lee Grout brings more than 25 years of investment industry experience to his role as Portfolio Manager at NewSquare Capital, which he joined in late 2019. He leads portfolio management and investment research for several of the firm’s strategies, helping deliver solutions tailored to diverse investor needs.
Prior to joining NewSquare, Lee was a Portfolio Manager at Chartwell Investment Partners and, before that, spent 14 years at The Killen Group, where he served as Portfolio Manager, Head of Investment Research and Secretary of the Board of Directors. Lee began his career as a Mutual Fund Accountant at SEI Corporation and moved into investment research in 1994 with McCabe Capital Managers.
A CFA charterholder, he is a member of the CFA Institute and CFA Society of Philadelphia. He earned his BBA in Finance from Bishop’s University in Quebec.
Website: www.newsquarecapital.com | LinkedIn
