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Aktive Positionen von Tom Lee
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Parametric Portfolio Associates LLC
![]() Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Analyst-Equity | 31.12.2012 | - |
Chief Investment Officer | 31.12.2012 | - | |
Mitglied des Investmentausschusses | 31.12.2012 | - | |
Portfolio Manager-Aktien | 31.12.2012 | - | |
Präsident | 31.12.2012 | - | |
Marktstratege | 31.12.2012 | - | |
Parametric Risk Advisors LLC
![]() Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Corporate Officer/Principal | 31.12.2016 | - |
Analyst-Equity | - | 31.12.2016 | |
Mitglied des Investmentausschusses | - | 31.12.2016 | |
Marktstratege | - | 31.12.2016 |
Karriereverlauf von Tom Lee
Ehemalige bekannte Positionen von Tom Lee
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
The Clifton Group Investment Management Co.
![]() The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Analyst-Festverzinsliche Wertpapiere | 31.12.2012 | 31.12.2012 |
Portfolio Manager-Fixed Income | 31.12.2012 | 31.12.2012 | |
Trading-Fixed Income | 31.12.2012 | 31.12.2012 |
Ausbildung von Tom Lee
University of Minnesota | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 2 |
Investment Committee Member | 2 |
Market Strategist | 2 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Parametric Portfolio Associates LLC
![]() Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
The Clifton Group Investment Management Co.
![]() The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Finance |
Parametric Risk Advisors LLC
![]() Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Finance |