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Lee Delaporte

Lee Delaporte

Senior Portfolio Manager at Beacon Investment Advisory Services, Inc.

Jersey City, NJ , United States

About

Lee Delaporte is a Senior Vice President and Portfolio Manager at Beacon Trust (also operating as Beacon Investment Advisory Services, Inc.) based in Jersey City, NJ. In his role, he is responsible for managing customized investment portfolios for clients, focusing on strategic asset allocation, risk management, and long-term portfolio growth.

Delaporte's investment expertise covers US core equity strategies and thematic investing, including special situations, as evidenced by his previous leadership of the "US Core Strategy and Special Situations" at HSBC Private Bank, where he also managed private client relationships and contributed as a senior member of the Investment Policy Committee. His extensive career includes senior portfolio management positions at Dreman Value Management, Citigroup Asset Management, and Glickenhaus & Co., providing experience managing both individual and institutional assets across public equities and multi-asset portfolios.

He holds a bachelor's degree in history and economics from Denison University in Ohio. Delaporte is recognized for his deep sector knowledge in US equities, his experience in thematic and special situation investing, and his contributions to investment policy and asset allocation frameworks for high-net-worth and institutional clients.

Career History

OrganizationRoleDate RangeDetails
Beacon TrustSenior Portfolio ManagerApr 2023 to Present
HSBC Private BankSenior Portfolio Manager and Research CoordinatorJul 2010 to Feb 2023
Dreman Value Management, LLCSenior Portfolio ManagerDec 2006 to Dec 2008
Dreman Value Management, LLCDirector of ResearchDec 2005 to Dec 2008
Dreman Value Management, LLCEquity AnalystDec 2003 to Dec 2005

Education

Denison University

Skills & Expertise

experience in dividend oriented strategies
Portfolio Management
Equities
Investments
Valuation
Asset Managment
Investment Banking
Mutual Funds
Asset Management
Investment Strategies
Finance
Analysis
Financial Services
Commodity
Wealth Management
Bonds
Fixed Income
Alternative Investments
Investment Management
Experience in Dividend

Others at Beacon Investment Advisory Services, Inc. (8)

NameRoleLocation
Christopher Perrine
Christopher Perrine
Portfolio ManagerMorristown, NJ , United States
Diane Allard
Diane Allard
Vice President, Portfolio ManagerUnited States
Maria Di Zio
Maria Di Zio
Portfolio Manager and Vice PresidentNew Providence, NJ , United States
Matthew Kelly
Matthew Kelly
Portfolio ManagerUnited States
Christopher Shagawat
Christopher Shagawat
Senior Vice President, Portfolio ManagerClifton, NJ , United States
D
Diane Radossich
Portfolio ManagerWashington Township, NJ , United States
John Corcoran
John Corcoran
Portfolio Manager, Registered Investment AdvisorNY , United States
Kevin Ryan
Kevin Ryan
Investment AnalystNew York, NY , United States

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