Lauren A. McCleery

Finance

Consumer Services

Profile

Ms. Lauren A.
McCleery is Senior Client Services Associate at Penn Capital Management, Inc. She began her career with PENN Capital Management Company, Inc. in September 2002 as an intern with both the Investment Management and Client Services team.
In June 2005, she joined the firm as a full time associate.
She is responsible for the supervision of the day to day operations of the internal Marketing and Client Services Department with emphasis on commingled account processes and procedures.
Additionally, Ms. McCleery is responsible for working with the Compliance Team regarding firm and composite GIPS attestations as well as various limited partnership legal items.
She also serves on the firm’s Performance Evaluation and Client On-Boarding Committees.
Ms. McCleery received a BSBA with dual concentrations in Finance and Marketing from Drexel University’s LeBow College of Business.

Former positions of Lauren A. McCleery

Companies	Position	End
Penn Capital Management Co LLC Penn Capital Management Co LLC Investment ManagersFinance Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.	Sales & Marketing	-

See the detail of Lauren A. McCleery's experience

Training of Lauren A. McCleery

Drexel University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies