HL

Henry Lord

Director Of Portfolio Management at Wingate Companies

Henry Lord has a diverse work experience spanning over various industries. Henry is currently working at Wingate Companies, where they hold the position of Director of Portfolio Management. Prior to this role, they served as a Senior Asset Manager and Asset Manager at the same company. Before joining Wingate Companies, they worked at WinnResidential as a Financial Analyst, where they were responsible for asset management business plans, monthly management reports, and budget approvals. Henry also gained experience at Fidelity Investments as a Client Management Representative, providing customer service, problem-solving, and mentoring new hires. Henry began their professional career at Enterprise Rent-A-Car, where they started as a Management Trainee and quickly progressed to Assistant Manager and Branch Manager.

Henry Lord completed their Bachelor of Arts degree in History at Fort Lewis College from 1991 to 1996. Afterward, they pursued further education and obtained an MBA degree with a specialization in Finance from Suffolk University - Sawyer Business School between 2002 and 2004.

Links

Previous companies

Fidelity logo

Timeline

  • Director Of Portfolio Management

    May, 2023 - present

  • Senior Asset Manager

    November, 2021

  • Asset Manager

    December, 2019

  • Senior Financial Analyst

    August, 2016