Brian K. Lee

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Finance

Consumer Services

Profil

Mr. Brian K.
Lee is a Director-Institutional Marketing & Client Service at Oberweis Asset Management, Inc. since April 2002.
Previously, he was employed by Delaware Investments/Lincoln Financial Distributors, where he served as a Director of Marketing.
Prior to that, he worked for Wilshire Associates in both marketing and client service roles.
Mr. Lee earned an MBA from Loyola Marymount University and a BA in Finance from Loyola Marymount University.

Ehemalige bekannte Positionen von Brian K. Lee

Unternehmen	Position	Ende
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.	Corporate Officer/Principal	-
Oberweis Asset Management, Inc. Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family.	Vertrieb & Marketing	-

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Ausbildung von Brian K. Lee

Loyola Marymount University

Masters Business Admin

Erfahrungen
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