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Lee Delaporte
Senior Portfolio Manager at Beacon Investment Advisory Services, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Beacon Trust | Senior Portfolio Manager | Apr 2023 to Present | — |
| HSBC Private Bank | Senior Portfolio Manager and Research Coordinator | Jul 2010 to Feb 2023 | — |
| Dreman Value Management, LLC | Senior Portfolio Manager | Dec 2006 to Dec 2008 | — |
| Dreman Value Management, LLC | Director of Research | Dec 2005 to Dec 2008 | — |
| Dreman Value Management, LLC | Equity Analyst | Dec 2003 to Dec 2005 | — |
Education
Denison University
Skills & Expertise
Others at Beacon Investment Advisory Services, Inc. (8)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Morristown, NJ , United States | |
| Vice President, Portfolio Manager | United States | |
| Portfolio Manager and Vice President | New Providence, NJ , United States | |
| Portfolio Manager | United States | |
| Senior Vice President, Portfolio Manager | Clifton, NJ , United States | |
D Diane Radossich | Portfolio Manager | Washington Township, NJ , United States |
| Portfolio Manager, Registered Investment Advisor | NY , United States | |
| Investment Analyst | New York, NY , United States |
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