Christian Lee
Direktor der Forschung - Eigenkapital bei Itau USA Asset Management, Inc.
Ursprung des Netzwerks ersten Grades von Christian Lee
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Rochester Christian University
135
| College/University | Other Consumer Services | 135 |
Itau USA Asset Management, Inc.
 Itau USA Asset Management, Inc. Investment ManagersFinance Itaú USA Asset Management, Inc. (Itaú USA) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2011 and they are directly owned by ITB Holding Brasil Participações Ltda. and their ultimate parent is Itaú Unibanco Holding SA (BVMF: ITUB4, NYSE: ITUB). Itaú USA provides discretionary and non-discretionary investment advisory and sub-advisory services to funds and institutional clients located or domiciled within or outside of the US.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Christian Lee
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| GATEWAY, INC. | Computer Processing Hardware | Director/Board Member Corporate Officer/Principal | |
| IBM | Packaged Software | Corporate Officer/Principal Sales & Marketing Corporate Officer/Principal | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Xerox Corp.
 Xerox Corp. Computer PeripheralsElectronic Technology Xerox Corp. engages in the integration of paper and digital products. The firm offers home, office, office laser, multifunction and all in one printer, digital sheet-fed printing presses and scanner. The company was founded in 1906 and is headquartered in Norwalk, CT. | Computer Peripherals | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| QUEST PATENT RESEARCH CORPORATION | Miscellaneous Commercial Services | Chief Executive Officer | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity | |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Trading-Equity | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
Advanced Thin Films, Inc.
 Advanced Thin Films, Inc. Electronic ComponentsElectronic Technology Precision Photonics Corp. supplies precision optics, femtosecond fiber laser, ultrashort and precision laser instruments. The company was founded by Christopher J. Myatt and Sarah C. Hatcher in 2000 and is headquartered in Boulder, CO. | Electronic Components | Corporate Officer/Principal | |
BioFortis LLC
 BioFortis LLC Packaged SoftwareTechnology Services Part of IQVIA Holdings, Inc., BioFortis LLC is a company that provides precision medicine software services. The company is based in Columbia, MD. | Packaged Software | Chief Operating Officer | |
CSA Medical, Inc.
 CSA Medical, Inc. Medical SpecialtiesHealth Technology CSA Medical, Inc. develops endoscopic cryoablation systems. It provides spray cryotherapy medical device solutions that improve patient outcomes, simplify procedures, and reduce the cost of healthcare. The company was founded by Lloyd Shue, Timothy E. Askew and Frank Majerowicz in 1985 and is headquartered in Lexington, MA. | Medical Specialties | Corporate Officer/Principal | |
PV Evolution Labs LLC
 PV Evolution Labs LLC Miscellaneous Commercial ServicesCommercial Services Part of Stiftelsen Det Norske Veritas, PV Evolution Labs LLC is the leading reliability and performance testing lab for downstream solar project developers, financiers, and asset owners around the world. The company is based in Berkeley, CA. PV Evolution Labs provides a suite of technical services for mitigating risk, optimizing financing and improving system performance throughout the project lifecycle. The company's flagship product qualification program has replaced assumptions about PV module performance with quantifiable metrics, and connected manufacturers with a network of 400+ downstream partners. PV Evolution Labs is the leading independent lab for the downstream solar and energy storage market and a member of the Kiwa Group. PV Evolution Labs was founded in 2010 by Jenya Meydbray, Rajeev Singh. Jenya Meydbray has been the CEO since 2010. | Miscellaneous Commercial Services | Consultant / Advisor | |
Empower Benefits, Inc.
 Empower Benefits, Inc. Internet Software/ServicesTechnology Services Empower Benefits, Inc. provides a software platform for companies to connect their employees with voluntary benefits, discount and reward programs. It offers supplemental health benefits and auto insurance quotes. The company was founded by Zach Malone and Neil Vaswani in 2006 and is headquartered in Naples, FL. | Internet Software/Services | Director/Board Member | |
| University of Pennsylvania | College/University | Masters Business Admin Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin Corporate Officer/Principal | |
Itaú Unibanco SA
 Itaú Unibanco SA Regional BanksFinance Itaú Unibanco SA is the asset management subsidiary of Itaú Unibanco Holding SA (BVMF: ITUB4; NYSE: ITUB) in Brazil. The firm was created as Banco Itaú SA when Unibanco and Itaú merged. Headquartered in Sao Paulo, Itaú Unibanco provides a full line of banking services to individual, institutional and corporate clients. | Regional Banks | Director of Research - Equity Portfolio Manager-Fixed Income | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Doctorate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Doctorate Degree Masters Business Admin Corporate Officer/Principal | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Masters Business Admin | |
| New York University | College/University | Masters Business Admin Graduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Seton Hall University | College/University | Undergraduate Degree Undergraduate Degree | |
| State University of New York at Buffalo | College/University | Graduate Degree Masters Business Admin | |
| University of Bristol | College/University | Undergraduate Degree | |
| University of Nebraska Medical Center | College/University | Doctorate Degree | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| Erasmus University Rotterdam | College/University | Masters Business Admin Masters Business Admin | |
Innara Health, Inc.
 Innara Health, Inc. Electronic Equipment/InstrumentsElectronic Technology Innara Health, Inc. provides understanding and improvement of neonatal, pediatric, and adult feeding. It offers the FDA-cleared NTrainer System, the first neonatal technology that assesses and develops non-nutritive suck for newborns and infants born prematurely. The company was founded by David Stalling and D. Michael Litscher in 2006 and is headquartered in Olathe, KS. | Electronic Equipment/Instruments | Director/Board Member | |
Federated Global Investment Management Corp.
 Federated Global Investment Management Corp. Investment ManagersFinance Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients. | Investment Managers | Analyst-Equity Director of Research - Equity | |
PSI Capital Management LLC
 PSI Capital Management LLC Investment ManagersFinance PSI Capital Management LLC (PSI Capital) is a hedge fund management firm headquartered in Purchase, New York. The firm was founded in 2009 and is a subsidiary of Quest Patent Research Corp. (OTCMKTS: QPRC). PSI Capital provides investment advice to clients all across the US and Puerto Rico. | Investment Managers | Portfolio Manager-Equities | |
Biohealth Innovation, Inc.
 Biohealth Innovation, Inc. Financial ConglomeratesFinance Biohealth Innovation, Inc. sources and evaluates market-relevant bioheath intellectual properties, connects the IP with funding, and assists businesses in marketing and growth. It is a regional innovation intermediary that accelerates and facilitates technology transfer and commercialization of market-relevant research in federal labs, universities, and biohealth companies in the Region. The company was founded in 2011 and is headquartered in Rockville, MD. | Financial Conglomerates | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Corporate Officer/Principal | |
| Pace Law School | College/University | Graduate Degree | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| Springtree Global LLC | Director/Board Member | ||
Bases Loaded
 Bases Loaded Specialty StoresRetail Trade Bases Loaded provides baseball and softball equipment and uniforms. The firm’s products include bats, glove, apparel, footwear, bags, catchers, batting gloves and helmets, sunglasses, protective gear, training aids, coaches and scorekeeping, field equipment, umpire equipment and apparel, balls bases loaded products, and clearance corner. The company was founded in 1997 and is headquartered in Rancho Cordova, CA. | Specialty Stores | Founder | |
Launch New York, Inc/VC
 Launch New York, Inc/VC Investment ManagersFinance Launch New York Inc (Launch New York) is a venture capital firm founded in 2012. The firm is headquartered in Buffalo, New York. | Investment Managers | Director/Board Member Consultant / Advisor | |
| Urban-Rigney Group, LLC | Founder | ||
| University of Rochester School of Medicine & Dentistry | College/University | Doctorate Degree | |
Green Flower Media, Inc.
 Green Flower Media, Inc. Pharmaceuticals: OtherHealth Technology Green Flower Media, Inc. manufactures cannabis. It specializes in medical cannabis education, cannabis education, medical marijuana education, hemp education. The company was founded by Max Simon and Stephanie Graziano in January 2015 and is headquartered in Ventura, CA. | Pharmaceuticals: Other | Consultant / Advisor | |
First Bight Management LLC
 First Bight Management LLC Investment ManagersFinance First Bight Ventures (First Bight) is a venture capital firm founded in 2021 by Veronica B Wu. The firm is headquartered in Houstan, Texas. | Investment Managers | Consultant / Advisor |
Statistik
International
| Vereinigte Staaten | 44 |
| Israel | 2 |
| Brasilien | 2 |
| Vereinigtes Königreich | 2 |
| Niederlande | 2 |
Sektoral
| Consumer Services | 19 |
| Finance | 16 |
| Electronic Technology | 5 |
| Technology Services | 4 |
| Commercial Services | 3 |
Operativ
| Corporate Officer/Principal | 188 |
| Director/Board Member | 186 |
| Undergraduate Degree | 92 |
| Masters Business Admin | 62 |
| Chief Executive Officer | 37 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Jim Dugan | 29 |
| Nicole Vitullo | 29 |
| Marc de Jong | 27 |
| Lee Solomon | 24 |
| Stephen Meyer | 20 |
| Hakan Akbas | 20 |
| Quincy Allen | 17 |
| J. Goater | 17 |
| John Engel | 16 |
| Ted Fagenson | 15 |
| Vladimir Efros | 15 |
| Dana A. Mehnert | 15 |
| Greg Parekh | 14 |
| David Churchill | 14 |
| Neil Day | 13 |
- Börse
- Insiders
- Christian Lee
- Unternehmensverbindungen