Lauren Lehman, CFA, CFP®, CAIA

Experience

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  BlackRock

  Jun 2005 - Dec 2006

  Portfolio Specialist
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  Convergent Wealth Management

  Dec 2006 - Jul 2007

  Senior Portfolio Analyst
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  Blue Heron Capital

  Nov 2007 - Dec 2008

  Investment Analyst

  Built and maintained 6 model portfolios composed of mutual funds, separate accounts, and hedge funds.Researched trends and investment performance for research papers and theory support.Actively assisted start-up corporation by performing unique functions, such as developing list of acquisition targets, designing business plans, and pitch presentations,

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  Delta Financial Advisors

  Dec 2008 - Jul 2010

  Director of Client Services

  Created and maintained a list of current ‘best funds’ in all areas of the investment spectrum. In addition to quantitative data review of managers, met with portfolio managers to better understand their strategy.Prepared and conducted portfolio reviews for clients, incorporating all aspects of financial well being, (insurance coverage, legal documents, etc) as well as portfolio recommendations.Developed custom portfolios for clients, geared towards each client’s risk tolerance and goals.Organized client education events, preparing presentations or speakers to share relevant information with clients. Show less

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  SOL Capital Management

  Aug 2010 - Oct 2022

  Portfolio Manager

  Manage more than 200 broadly-diversified portfolios representing over $500M of AUM. Clients include both US and offshore individuals, corporations, profit sharing plans and retirement plans. Review and monitor asset allocations, holdings, risk, and cash needs; making portfolio adjustments as needed. Act as a lead reviewer for reviewing portfolio recommendations of junior analysts.Communicate with high net worth clients to advise on their investment strategy, explain SOL’s portfolio process, performance, and the current market condition. Provide financial education for clients wishing to expand their knowledge base.Develop and maintain relationships with mutual fund, private equity, hedge fund and ETF providers. Conduct due diligence on existing investments and identify and evaluate possible investment managers and products. Trade US and offshore equities and fixed income across multiple custodians. Create custom reports, presentations, performance comparisons, and recommendations for existing and prospective clients. Collaborate with others in the writing of SOL’s quarterly investment letter, research papers, and marketing material. Show less

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  University of Maryland Global Campus

  Jan 2017 - Oct 2023

  Adjunct Professor

  Teach classes relating to investments and financial planning; demonstrating a passion for an exciting subject by devoting time and energy to encourage student understanding.Enhance student appreciation of finance by promoting discussions of current events in investments and related areas.Connect with students to help clarify aspects of financial markets. Typically teaching Investments, Retirement Planning, Small Business Finance, and Insurance classes.

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  NewEdge Advisors

  Oct 2022 - now

  Director of Portfolio Management