James Lafleur Email & Phone Number
Business Development and Investor Relations, Head of Corporate Retirement Plans and RIAs @ P/E Investments LLC
James Lafleur's Location
Boston, MA, US
James Lafleur's Work
- Business Development and Investor Relations, Head of Corporate Retirement Plans and RIAs @ P/E Investments LLC
- Entrepreneur and Building an RIA (Financial Advisor) @ Baystate Financial
- Senior Investment Consultant, Senior Principal @ Mercer
- Director of Consulting, Market Strategy and Planning and Senior Investment Consultant, Senior Principal @ Mercer
- OCIO Multi-Asset Class Portfolio Manager and Senior Investment Consultant, Senior Principal @ Mercer
- Investment Consultant and Team Leader @ Mercer
- Senior Investment Analyst @ Bessemer Trust
- Senior Financial and Capital Asset Analyst @ Intel Corporation
- Intern @ Morgan Stanley
James Lafleur's Education
- Questrom School of Business, Boston University
Master of Business Administration (MBA) (Finance)
- Bentley University
Bachelor’s Degree (BS) (Finance)
James Lafleur's Skills
- Greasemonkey
- Management
- Fixed Income
- Asset Allocation
- Investment Management
- Financial Analysis
- Investment Strategies
- Capital Markets
- Financial Modeling
- Marathon
James Lafleur's Summary
James LaFleur, based in Boston, MA, US, is currently a Business Development and Investor Relations, Head of Corporate Retirement Plans and RIAs at P/E Investments LLC, bringing experience from previous roles at Baystate Financial and Mercer. James LaFleur holds a Master of Business Administration (MBA) in Finance @ Questrom School of Business, Boston University. With a robust skill set that includes Greasemonkey, Management, Fixed Income, Asset Allocation, Investment Management and more, James LaFleur contributes valuable insights to the industry. James LaFleur has 6 emails on RocketReach.
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