![Richie 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>)
Richie Lee
Amministratore Delegato presso
Lee Financial Co. LLC
Profilo
Mr. Richard R.
Lee is a Chairman, Founder & Partner at Lee Financial Co. LLC.
He established Lee Financial in 1975 and serves as Chairman and Founder.
Early in his career, he recognized the value of financial planning and helping people make informed decisions, as well as the conflicts inherent in a product-driven industry.
In response, he founded Lee Financial as a fee-only financial planning and investment advisory firm.
He earned a Bachelor of Business Administration from the University of Texas and a Master of Business Administration from Southern Methodist University.
Posizioni attive di Richie Lee
| Società | Posizione | Inizio |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Amministratore Delegato | 01/01/1975 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Corporate Officer/Principal | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | - |
Precedenti posizioni note di Richie Lee
| Società | Posizione | Fine |
|---|---|---|
Carreker Corp.
 Carreker Corp. Packaged SoftwareTechnology Services Develops payments related software | Direttore/Membro del Consiglio | 13/07/2006 |
SpineMark Corp.
 SpineMark Corp. Medical/Nursing ServicesHealth Services Operates spine care centers | Treasurer | - |
Formazione di Richie Lee
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
77
Relazioni di 1° grado
7
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 7 |
|---|---|
Carreker Corp.
Carreker Corp. Packaged SoftwareTechnology Services Develops payments related software | Technology Services |
SpineMark Corp.
SpineMark Corp. Medical/Nursing ServicesHealth Services Operates spine care centers | Health Services |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services Operates as an association of investment professionals | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
