Lee S. Grout, CFA
With 25+ years in the investment industry, Lee joined NewSquare at the end of 2019. As the portfolio manager for several of NewSquare’s portfolios, Lee oversees both investment research and portfolio management for solutions that are designed to meet a wide range of investor needs.
What was it about NewSquare that Lee found compelling? He says he has always loved the world of investing and that in NewSquare, he found the opportunity to again be part of a winning team set up for success by offering differentiated investment approaches to a growing number of individual investors. He adds that the collaborative culture that characterizes NewSquare made the deal, as he firmly believes teamwork is both more effective and rewarding.
Lee was most recently Portfolio Manager at Chartwell Investment Partners, Berwyn, Pennsylvania. Prior to that, he spent 14 years as Portfolio Manager and Head of Investment Research at the Killen Group, Inc., also in Berwyn. He served as Secretary of the Board of Directors and held an ownership interest in the firm. Lee’s investment research career dates from 1994, when he joined McCabe Capital Managers, King of Prussia, Pennsylvania, as a research analyst. He started his investment industry career in 1993 as a Mutual Fund Accountant with SEI Corporation in Oaks, Pennsylvania.
Lee is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society of Philadelphia. He earned a Bachelor of Business Administration degree in Finance from Bishop’s University, Lennoxville, Quebec. Lee lives with his wife, Eileen, and their two dogs, Chloe and Finnegan, in Downingtown, Pennsylvania.