Lee Delaporte

Inquirer
DISC Type : cd

Senior Portfolio Manager at Beacon Trust

Jersey City, New Jersey, United States

Overview

Lee Delaporte is a Senior Portfolio Manager at Beacon Trust, where he leads the Income & Appreciation strategy and is a member of the Investment Committee. His expertise spans asset management, including ESG and dividend strategies, built upon experience at HSBC and Dreman Value Management and a B. A. from Denison University.

Outside of his financial career, Lee is a family man who lives in Summit, NJ, with his wife and three children. He is actively involved in his local community, dedicating time to youth sports.

He serves as a Board Member for the Summit Lacrosse Club.

Personality Overview

Hard To Convince

ROI Conscious

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They care equally about the product and its potential impact.

Topics They Care About

Value Investing
Manages value-focused strategies at Beacon Trust and previously held senior roles at Dreman Value Management, indicating a deep-seated belief in this investment philosophy.
Youth Lacrosse
Demonstrates a personal passion and commitment to youth sports development through his role as a Board Member for the Summit Lacrosse Club.
ESG & SI
His professional background includes work with ESG strategies, and he has publicly shared content supporting Sustainable Investing (SI) as an important consideration for investors.

Media Appearances

Lee Delaporte - Beacon Trust. Featured in Beacon Trust (official website)

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Portfolio Management Team - Beacon Trust - The Org. Featured in The Org

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Work History

5-2023
Senior Portfolio Manager at Beacon Trust
8-2010 - 3-2023
Senior Portfolio Manager & Research Coordinator at HSBC Private Bank
1-2007 - 1-2009
Senior Portfolio Manager at Dreman Value Management, LLC
1-2006 - 1-2009
Director of Research at Dreman Value Management, LLC
1-2004 - 1-2006
Equity Analyst at Dreman Value Management, LLC

Education

Bachelor of Arts from Denison University
Education details unavailable from Newark Academy

More Information

Social Presence :

Prographics :

Exp : 20 Location : Jersey City, New Jersey, United States Job Level : Middle Designation : Senior Portfolio Manager at Beacon Trust
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Lee

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • Their decision making speed is somewhere in the middle.
  • Can Lee take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Lee

Personality Compatibility


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