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Karriereverlauf von Matthew R. Lee
Ehemalige bekannte Positionen von Matthew R. Lee
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Independent Financial Group
![]() The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Corporate Officer/Principal | 01.05.2007 | - |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 01.09.2004 | - |
Private Wealth Management Group
![]() Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Corporate Officer/Principal | - | - |
Presidio Capital Investments LLC
![]() Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Vorstandsvorsitzender | 01.11.2006 | - |
Gründer | 29.12.2010 | - | |
Portfolio Manager-Aktien | 29.12.2010 | - | |
Portfolio Manager-Fixed Income | 29.12.2010 | - | |
Präsident | 29.12.2010 | - | |
Vertrieb & Marketing | 30.12.2010 | - |
Ausbildung von Matthew R. Lee
Santa Clara University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Founder | 1 |
Sektoral
Finance | 5 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Presidio Capital Investments LLC
![]() Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Finance |
Morgan Stanley Smith Barney Private Management LLC
![]() Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Private Wealth Management Group
![]() Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Finance |
The Independent Financial Group
![]() The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Finance |
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