![Lisa Supple](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Lisa M.
Supple is a Vice President at Woodstock Corp.
She joined Woodstock in 2017 and has over 35 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.
Aktive Positionen von Lisa Supple
| Unternehmen | Position | Beginn |
|---|---|---|
Woodstock Corp.
 Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Analyst-Equity | 01.01.2017 |
Ehemalige bekannte Positionen von Lisa Supple
| Unternehmen | Position | Ende |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Corporate Officer/Principal | - |
Ausbildung von Lisa Supple
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
13
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Woodstock Corp.
Woodstock Corp. Investment ManagersFinance Woodstock seeks to generate reasonable long-term investment returns while avoiding excess portfolio turnover, and by diversifying portfolios to blunt the extremes of both market and company volatility. The firm generally focuses its investment strategies on the use of high-quality growth equity investments and debt securities. They also manages three sector strategies: energy, healthcare, and technology. Woodstock’s Investment Policy Committee manages the firm’s core buy and sell lists. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
St. Anselm College
 St. Anselm College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
