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Dave Lemons
Chief Executive Officer at Alapocas Investment Partners, Inc.
Dave Lemons active positions
Companies | Position | Start | End |
---|---|---|---|
Alapocas Investment Partners, Inc.
![]() Alapocas Investment Partners, Inc. Investment ManagersFinance Alapocas Investment Partners, Inc. (AIP) is an independent registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by David W. Lemons in 2019. AIP primarily provides customized investment management services to individuals, high net worth individuals, charitable organizations, corporations, trusts including pooled investment trusts, and other entities. | Chief Executive Officer | 2019-01-31 | - |
Compliance Officer | 2019-01-31 | - | |
Founder | 2019-01-31 | - | |
President | 2019-01-31 | - |
Career history of Dave Lemons
Former positions of Dave Lemons
Companies | Position | Start | End |
---|---|---|---|
East Coast Asset Management LLC
![]() East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Compliance Officer | 2013-04-30 | 2018-12-31 |
Portfolio Manager-Equities | 2013-04-30 | 2018-12-31 | |
Foster Dykema Cabot & Co., Inc.
![]() Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Analyst-Equity | 2001-12-31 | 2005-12-30 |
Analyst-Fixed Income | 2001-12-31 | 2005-12-30 | |
Portfolio Manager-Equities | 2001-12-31 | 2005-12-30 | |
Portfolio Manager-Fixed Income | 2001-12-31 | 2005-12-30 | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Corporate Officer/Principal | - | - |
Johnson & Higgins
![]() Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Corporate Officer/Principal | 1987-12-31 | - |
Cambridge Trust Co.
![]() Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Corporate Officer/Principal | - | - |
Knott Asset Management LLC
![]() Knott Asset Management LLC Investment ManagersFinance Founded in 2011, Knott Asset Management LLC is a registered investment advisor located in Cambridge, Massachusetts. The firm is a subsidiary of NPI Capital LP (NPIC), a global asset management firm that acquires equity positions in boutique investment managers. They manage portfolios for institutional and individual clients. In May 2011, Knott Asset Management completed the purchase of Knott Capital Management's separate account and mutual fund investment management business. In conjunction with the purchase, Knott Asset Management merged with Cambridge, Massachusetts-based Vedette Asset Management LLC, an NPIC affiliate that provides investment management and advisory services to institutional and individual clients. | Chief Investment Officer | 2011-08-15 | 2013-04-29 |
Investment Committee Member | 2011-04-30 | 2013-04-29 | |
Portfolio Manager-Equities | 2011-08-15 | 2013-04-29 | |
President | 2012-05-17 | 2013-04-29 |
Training of Dave Lemons
Trinity College (Connecticut) | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 3 |
President | 2 |
Sectoral
Finance | 8 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
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Foster Dykema Cabot & Co., Inc.
![]() Foster Dykema Cabot & Co., Inc. Investment ManagersFinance Foster Dykema Cabot & Co., Inc. (FDCC) is a wealth management firm headquartered in Boston, Massachusetts and was founded in 1967. FDCC provides private wealth management services to families and individuals, including trusts and estates. They have also provided investment advice to a limited number of pension, profit sharing plans and non-profit entities, as well as corporations and other business entities. | Finance |
Knott Asset Management LLC
![]() Knott Asset Management LLC Investment ManagersFinance Founded in 2011, Knott Asset Management LLC is a registered investment advisor located in Cambridge, Massachusetts. The firm is a subsidiary of NPI Capital LP (NPIC), a global asset management firm that acquires equity positions in boutique investment managers. They manage portfolios for institutional and individual clients. In May 2011, Knott Asset Management completed the purchase of Knott Capital Management's separate account and mutual fund investment management business. In conjunction with the purchase, Knott Asset Management merged with Cambridge, Massachusetts-based Vedette Asset Management LLC, an NPIC affiliate that provides investment management and advisory services to institutional and individual clients. | Finance |
Cambridge Trust Co.
![]() Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
Johnson & Higgins
![]() Johnson & Higgins Life/Health InsuranceFinance Part of Marsh & McLennan Cos., Inc., Johnson & Higgins is a reinsurance broker. The company is based in Los Angeles, CA. Johnson & Higgins was acquired by Marsh & McLennan Cos., Inc. on March 27, 1997 for $1,800 million. | Finance |
East Coast Asset Management LLC
![]() East Coast Asset Management LLC Investment ManagersFinance East Coast Asset Management LLC (ECAM) is an independent, SEC- registered investment advisor and wealth management firm headquartered in Essex, Massachusetts. The firm was founded by Christopher Begg and Benjamin Favazza in 2008 as East Coast Asset Management, Inc. ECAM provides customized and comprehensive investment management services to individuals, trusts, foundations, endowments, pension, and profit-sharing plans, charitable organizations, and other entities. | Finance |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Alapocas Investment Partners, Inc.
![]() Alapocas Investment Partners, Inc. Investment ManagersFinance Alapocas Investment Partners, Inc. (AIP) is an independent registered investment advisor headquartered in Beverly, Massachusetts. The firm was founded by David W. Lemons in 2019. AIP primarily provides customized investment management services to individuals, high net worth individuals, charitable organizations, corporations, trusts including pooled investment trusts, and other entities. | Finance |
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