Jake Layton
Managing Partner and Portfolio Manager at Lmcg Investments, Llc
Based in Boston, United States
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Seniority
C-Team
Department
General Business & Management
Location
Boston
Industry
Investment Management
Company size
55
Contact information
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j•••••••@lmcg.com
Phone
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Background
About Jake Layton
Long-term (30+ years) successful Trusted Adviser/Portfolio Manager for multi-generational families. Particular skill in customizing portfolios to individual needs, estate planning, trusts, tax and retirement planning, wealth transfer, aging, non-financial issues related to inheritance, and helping people with wealth manage their financial lives. Investment style: Large/Mid-Cap GARP (Growth At a Reasonable Price) for stocks and high quality individual securities for fixed income.
Decision-makers
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Melanie Karlberg
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- TZStaff
Tianxin Zhang
Trading and Operations Analyst · Operations
- DTDirector
Dabney Treacy
Director · General Business & Management
- AKManager
Ajit Kumar
Portfolio Manager · Finance & Accounting
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