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John Joseph Lee
Portfolio Manager-Aktien bei Peapack-Gladstone Bank (Investment Management)
Aktive Positionen von John Joseph Lee
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Portfolio Manager-Aktien | 01.02.2015 | - |
Karriereverlauf von John Joseph Lee
Ehemalige bekannte Positionen von John Joseph Lee
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Fort Washington Investment Advisors, Inc.
![]() Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 31.12.1999 | 31.12.1999 |
PNC Bank, NA
![]() PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 30.06.1993 | 30.06.1993 |
First Fidelity Bank (Oklahoma City, Oklahoma)
![]() First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Corporate Officer/Principal | 31.08.1989 | 31.08.1989 |
National Community Banks, Inc.
![]() National Community Banks, Inc. Major BanksFinance National Community Banks, Inc. is a commercial banking company. The company is based in Woodland Park, NJ. National Community Banks was acquired by The Bank of New York Co., Inc. on August 12, 1993 for $588.61 million. | Corporate Officer/Principal | 31.03.1986 | 31.03.1986 |
DBL Holdings LLC
![]() DBL Holdings LLC General GovernmentGovernment DBL Holdings LLC provides financial services. The private company is based in New York, NY. The company was founded by Ira Scott Greenspan. | Corporate Officer/Principal | 31.08.1984 | 31.08.1984 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31.05.1982 | 31.05.1982 |
Ausbildung von John Joseph Lee
University of South Carolina | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 9 |
Operativ
Corporate Officer/Principal | 6 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 7 |
Consumer Services | 2 |
Government | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 7 |
---|---|
Fort Washington Investment Advisors, Inc.
![]() Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
PNC Bank, NA
![]() PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Finance |
Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Finance |
National Community Banks, Inc.
![]() National Community Banks, Inc. Major BanksFinance National Community Banks, Inc. is a commercial banking company. The company is based in Woodland Park, NJ. National Community Banks was acquired by The Bank of New York Co., Inc. on August 12, 1993 for $588.61 million. | Finance |
First Fidelity Bank (Oklahoma City, Oklahoma)
![]() First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Finance |
Merrill Lynch & Co., Inc. | Finance |
DBL Holdings LLC
![]() DBL Holdings LLC General GovernmentGovernment DBL Holdings LLC provides financial services. The private company is based in New York, NY. The company was founded by Ira Scott Greenspan. | Government |
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