About
Lee S. Grout, CFA, is a Senior Portfolio Manager at NewSquare Capital LLC, overseeing several of the firm's investment portfolios since joining the company at the end of 2019. Based in Downingtown, Pennsylvania, he is responsible for managing both multi-asset and fixed income strategies, with a particular focus on fixed income asset classes and risk management practices.
Grout brings over 25 years of experience in the investment industry, having built a career spanning portfolio management and investment research. At NewSquare, he applies his expertise by leveraging data-driven and disciplined investment processes that prioritize capital preservation and long-term wealth accumulation through market cycles.
Lee holds the Chartered Financial Analyst (CFA) designation, evidencing his commitment to professional excellence in portfolio management. He is also recognized for his insights in national financial publications, such as Kiplinger, and is a regular contributor to industry discussions and educational outreach through podcasts and thought leadership at NewSquare Capital.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewSquare Capital, LLC | Senior Portfolio Manager | Dec 2019 to Present | — |
| Chartwell Investment Partners | Portfolio Manager, The Berwyn Fund | May 2016 to Dec 2017 | — |
| The Killen Group Inc. | Head of Investment Research, Portfolio Manager The Berwyn Fund | Dec 2000 to May 2016 | — |
| The Killen Group Inc. | Research Analyst | Feb 1997 to Dec 2000 | — |
Education
Bishop’s University
Bachelor’s Business Administration, Finance
1989 — 1993
Others at Newsquare Capital LLC (5)
| Name | Role | Location |
|---|---|---|
 | Senior Municipal Portfolio Manager | Philadelphia, PA , United States |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newtown Square, PA , United States |
| Vice President | Malvern, PA , United States | |
A Andrew Zach | Portfolio Analyst | Philadelphia, PA , United States |
 | Portfolio Analyst | Newtown Square, PA , United States |