![Dan Peters](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Peters
Portfolio Manager-Aktien bei
Lee Financial Co. LLC
Profil
Mr. Daniel S.
Peters is a Director of Portfolio Management & Partner at Lee Financial Co. LLC.
He joined the firm in 2009 and has over 33 years of experience in the financial services industry.
He began his career as a municipal bond trader and underwriter with The Ohio Company, a regional brokerage firm, and later held roles at Morgan Stanley, Bank One, and J.P.
Morgan.
Throughout his career, Mr. Peters has worked with institutional and individual clients, advising on all facets of investment strategy.
His primary client segments include entrepreneurs, retirees, physicians, and real estate professionals.
He earned his undergraduate degree in Business from the University of Missouri–Columbia and his MBA from Otterbein University.
Aktive Positionen von Dan Peters
| Unternehmen | Position | Beginn |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Portfolio Manager-Aktien | 01.07.2009 |
Ausbildung von Dan Peters
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
79
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Otterbein College
 Otterbein College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
