Profilo
Mr. Phillip Lee is a Head of Surveyor Capital at Surveyor Capital Ltd. He was named Deputy Head of Surveyor Capital U.S.
in 2021 and is a member of Citadel’s Portfolio Committee.
Prior to joining Citadel, he served as a Senior Analyst at Cadian Capital.
He started his career as an Analyst in the Technology Investment Banking division at Morgan Stanley.
He holds a bachelor’s degree in Economics from Dartmouth College and an MBA from the Stanford Graduate School of Business.
Posizioni attive di Phillip Lee
| Società | Posizione | Inizio |
|---|---|---|
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Corporate Officer/Principal | 01/01/2021 |
Formazione di Phillip Lee
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Miscellaneous |
















