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John L Knight

Financial Advisor-Portfolio Manger at President-Lamberson Knight Wealth Management, LLC

Intro Book

Seasoned financial expert with 30+ years of experience in portfolio management and wealth management.

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Location

Holland, Michigan, United States, US

Skills

Mutual Funds
Wealth Management
Financial Planning
Money Market
Financial Services
Securities
Fixed Income
Investments
Portfolio Management
Financial Advisory
Retirement Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So John Knight has 30+ years of experience in portfolio management and wealth management, which is extremely valuable. He’s had senior roles at big firms like Morgan Stanley and Shearson Lehman, and his own firm. Location is Holland, MI, which is not a major hub for finance. However, his experience and credentials should still command a high rate. I’m thinking around $250 per hour, which is on the higher end but justified by his experience and credentials. Some top financial experts can charge $500+ per hour, but Knight’s experience is more in portfolio management and wealth management, which may be less in demand than other areas of finance. Let’s check averages. Financial experts with his level of experience can average $200–$300 per hour. So I’ll estimate around $250.

Bio

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Topline AI

John L Knight is a seasoned financial professional with over 30 years of experience in portfolio management, financial planning, and wealth management. He has held senior roles at Morgan Stanley, Shearson Lehman, and his own firm, Lamberson Knight Wealth Management, LLC. Knight holds a Bachelor's degree in Economics from Defiance College.

Experience

President-Lamberson Knight Wealth Management, LLC
- Holland, Michigan, United States
- Financial Advisor-Portfolio Manger
  - 2014 - Present
  - Holland, Michigan, United States
  Portfolio ManagementFinancial Planning
Morgan Stanley
- Greater Grand Rapids, Michigan Area
- Financial Advisor
  - Apr 2013 - Oct 2014
  - Greater Grand Rapids, Michigan Area
  Portfolio Manager
Lamberson Knight Securities, Inc.
- Short Hills, NJ - Greenwich, CT
- President
  - Mar 1985 - Feb 2012
  - Short Hills, NJ - Greenwich, CT
  Portfolio Mgt., Trading
Shearson Lehman
- New York, NY
- VP-Manager Fixed Income Department
  - Feb 1981 - Jan 1985
  - New York, NY
  VP, Department Head-Short Term Fixed Income

Education

Defiance College

Suggested Services

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Industry Focus. “Financial Services”

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John L Knight

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate