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Johann Lee
Direttore della Ricerca - Azioni presso AlphaCore Capital LLC
Posizioni attive di Johann Lee
Società | Posizione | Inizio | Fine |
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AlphaCore Capital LLC
![]() AlphaCore Capital LLC Investment ManagersFinance AlphaCore Capital LLC (AlphaCore) is an independent, SEC-registered wealth advisory firm headquartered in La Jolla, California. The firm was founded by Richard “Dick” Pfister in 2015. AlphaCore provides investment management, financial planning and wealth preservation services to high-net-worth clients. | Analyst-Equity | 01/06/2017 | - |
Direttore della Ricerca - Azioni | 01/01/2021 | - | |
Membro del Comitato di Investimento | 01/06/2017 | - |
Storia della carriera di Johann Lee
Precedenti posizioni note di Johann Lee
Società | Posizione | Inizio | Fine |
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Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | 01/01/2015 | 01/05/2017 |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Analyst-Equity | 01/02/2013 | 01/12/2014 |
Formazione di Johann Lee
University of Florida | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Analyst-Equity | 3 |
Director of Research - Equity | 1 |
Investment Committee Member | 1 |
Settori
Finance | 4 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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AlphaCore Capital LLC
![]() AlphaCore Capital LLC Investment ManagersFinance AlphaCore Capital LLC (AlphaCore) is an independent, SEC-registered wealth advisory firm headquartered in La Jolla, California. The firm was founded by Richard “Dick” Pfister in 2015. AlphaCore provides investment management, financial planning and wealth preservation services to high-net-worth clients. | Finance |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
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