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Profile
Ms. Lori D.
Gillem is a Chief Operating Officer at West Coast Asset Management, Inc.
Ms. Gillem was previously employed as Head of Operations by Walstad Investment Counsel, Inc. and a Manager by STW Fixed Income Management.
Ms. Gillem received her undergraduate degree from Montgomery College.
Former positions of Lori D. Gillem
| Companies | Position | End |
|---|---|---|
Walstad Investment Counsel, Inc.
 Walstad Investment Counsel, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 2005-03-31 |
STW Fixed Income Management
 STW Fixed Income Management Investment ManagersFinance STW Fixed Income Management employs a value-oriented investment approach. The firm invests only in investment-grade bonds. Their investment strategy is based on the idea that undervalued bonds will outperform overvalued bonds. STW only purchases bonds they believe to be undervalued. When the bonds become fully priced, they are exchanged for better-valued issues. STW does not employ overweighting, underweighting, closet indexing, market-timing or currency speculation. | Corporate Officer/Principal | 1994-12-31 |
West Coast Asset Management, Inc.
 West Coast Asset Management, Inc. Investment ManagersFinance West Coast Asset Management invests primarily in the stocks of US, Canadian and European companies in the consumer non-durables, health technology and energy minerals sectors. They invest across all market-caps. The firm maintains a medium turnover rate. West Coast Asset Management employs fundamental research to identify both growth and value stocks. | Chief Operating Officer | - |
Training of Lori D. Gillem
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
West Coast Asset Management, Inc.
West Coast Asset Management, Inc. Investment ManagersFinance West Coast Asset Management invests primarily in the stocks of US, Canadian and European companies in the consumer non-durables, health technology and energy minerals sectors. They invest across all market-caps. The firm maintains a medium turnover rate. West Coast Asset Management employs fundamental research to identify both growth and value stocks. | Finance |
STW Fixed Income Management
STW Fixed Income Management Investment ManagersFinance STW Fixed Income Management employs a value-oriented investment approach. The firm invests only in investment-grade bonds. Their investment strategy is based on the idea that undervalued bonds will outperform overvalued bonds. STW only purchases bonds they believe to be undervalued. When the bonds become fully priced, they are exchanged for better-valued issues. STW does not employ overweighting, underweighting, closet indexing, market-timing or currency speculation. | Finance |
Montgomery College
 Montgomery College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Walstad Investment Counsel, Inc.
Walstad Investment Counsel, Inc. Investment ManagersFinance Provides investment advice | Finance |
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