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Keith D. Lenger
President – Portfolio Manager
Position Description:
Keith founded Lenger Asset Management in October 2004. Keith's main focus is on the investment management delivered to clients by the firm. Keith's secondary role is to manage the company’s operations.
Prior Experience:
SunTrust Bank - Jacksonville, FL
Private Asset Management, Regional Investment Manager, Vice-President: 8/2003 – 3/2005
Wachovia Bank – Tampa & Jacksonville, FL
Evergreen Private Asset Management, Tampa, FL
Regional Portfolio Manager, Vice-President:2/2001-7/2003
Evergreen Portfolio Services, Jacksonville, FL
Central Portfolio Manager, Senior Investment Associate: 1/2000-1/2001
Merrill Lynch, Jacksonville, FL
401(k) Investment Specialist: 1999 – 2000
Education:
University of North Florida, Jacksonville, FL
Bachelor of Business Administration: Major in Banking & Finance - May 1999
University of North Florida, Jacksonville, FL
Bachelor of Business Administration: Major in Economics - May 1999
Licenses, Certificates & Designations:
Candidate, Chartered Financial Analyst Level II - 2009
Life, Health & Variable Annuity - State of Florida
Series 7 - 2000 (Broker/Dealer General Securities)
Series 65 - 2004 (Registered Investment Advisor)
Bloomberg Certification - 2003 |
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