![Michael Lee](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>)
Michael Lee
Chief Investment Officer bei
Carl Marks Management Co. LLC
Profil
Michael Lee is currently General Partner & Chief Investment Officer at Carl Marks Management Co. LLC since 2012.
Former positions include Tax Director & Vice President at Realty Income Corp., Vice President at Whippoorwill Associates, Inc. in 2010, Principal at KPMG, Inc., Principal at Citigroup Capital Markets, Inc., and Vice President-Tax at American Healthcare Investors LLC.
Education includes undergraduate studies at the University of California, Los Angeles.
Aktive Positionen von Michael Lee
| Unternehmen | Position | Beginn |
|---|---|---|
Carl Marks Management Co. LLC
 Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities. | Chief Investment Officer | - |
Ehemalige bekannte Positionen von Michael Lee
| Unternehmen | Position | Ende |
|---|---|---|
| REALTY INCOME CORPORATION | Comptroller/Controller/Auditor | 01.03.2024 |
American Healthcare Investors LLC
 American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate | Comptroller/Controller/Auditor | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | - |
Citigroup Capital Markets, Inc.
 Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Whippoorwill Associates, Inc.
 Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies. | Portfolio Manager-Aktien | 31.12.2010 |
Ausbildung von Michael Lee
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
6
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Realty Income Corp.
 Realty Income Corp. Real Estate Investment TrustsFinance Operates as a real estate investment trust which invests in retail and commercial properties | Finance |
Carl Marks Management Co. LLC
Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities. | Finance |
Whippoorwill Associates, Inc.
Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Capital Markets, Inc.
Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
American Healthcare Investors LLC
American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate | Finance |
