Tom Lee
Presidente presso Parametric Portfolio Associates LLC
Posizioni attive di Tom Lee
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | - |
Direttore degli Investimenti | 31/12/2012 | - | |
Membro del Comitato di Investimento | 31/12/2012 | - | |
Gestore di Portafoglio-Azioni | 31/12/2012 | - | |
Presidente | 31/12/2012 | - | |
Stratega di mercato | 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 | |
Membro del Comitato di Investimento | - | 31/12/2016 | |
Stratega di mercato | - | 31/12/2016 |
Storia della carriera di Tom Lee
Precedenti posizioni note di Tom Lee
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Analista-Rendimento Fisso | 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 |
Formazione di Tom Lee
University of Minnesota | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Analyst-Equity | 2 |
Investment Committee Member | 2 |
Market Strategist | 2 |
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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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 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 |
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 |
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