Victor Lee
Gestore di Portafoglio-Azioni presso Rockefeller & Co. LLC
Provenienza dei contatti di primo grado di Victor Lee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
The Leonard N Stern School of Business
268
| College/University | Other Consumer Services | 268 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world.
37
| Extinct | Investment Managers | 37 |
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, dba Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of RFS OPCO LLC, owned by Rockefeller Capital Management LP. RAM provides investment advisory services to families and individuals, institutional investors, and corporations.
32
| Subsidiary | Investment Managers | 32 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Victor Lee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a SEC-registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal | |
Tudor Investment Corp.
 Tudor Investment Corp. Investment ManagersFinance Tudor Investment Corp. (TIC) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1980 by Paul T. Jones, II. TIC provides discretionary investment advisory services to various hedge funds, private equity funds and managed accounts. Investors in these funds generally include high-net worth individuals and related entities, sovereign entities, pension funds, non-financial corporates, financial institutions, endowments and foundations, fund-of-fund vehicles and proprietary capital from current and former personnel. | Investment Managers | Analyst-Equity Analyst-Equity | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Fixed Income Private Equity Investor | |
Boston Trust Walden, Inc.
 Boston Trust Walden, Inc. Investment ManagersFinance Boston Trust Walden, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Boston Trust Investment Management, Inc. They are a wholly-owned subsidiary of Boston Trust Walden Co., which in turn is wholly-owned by Boston Trust Walden Corp. Boston Trust Walden provides investment advisory services to the Boston Trust Walden Funds and separately managed accounts which includes institutions, pensions, government agencies and other institutional clients. They also provide investment management services to investors with environmental, social, and governance (ESG) guidelines and sub-advisory services to mutual funds. | Investment Managers | Investment Committee Member | |
Rothschild & Co. Asset Management US, Inc.
 Rothschild & Co. Asset Management US, Inc. Investment ManagersFinance Rothschild & Co. Asset Management US, Inc. (R&Co) is an asset management firm headquartered in Stamford, Connecticut. The firm was founded in 1962 and formerly known as Rothschild Asset Management, Inc. They are a wholly-owned subsidiary of Great Lakes Advisors LLC, ultimately owned by Wintrust Financial Corp. (NASDAQ: WTFC). R&Co provides bespoke investment solutions and advisory services to institutional clients, financial intermediaries, and third-party distributors. | Investment Managers | Portfolio Manager-Equities | |
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Balyasny Asset Management LP
 Balyasny Asset Management LP Investment ManagersFinance Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Investment Managers | Director of Investments Head-Fixed Income Invts Director of Investments | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Grumman Hill Group LLC
 Grumman Hill Group LLC Investment ManagersFinance Grumman Hill Group LLC (Grumman Hill) is a private equity firm founded in 1985 by Jim T Kelsey. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Consultant / Advisor Private Equity Investor | |
| University of Pennsylvania | College/University | Undergraduate Degree Doctorate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| New York University | College/University | Masters Business Admin Corporate Officer/Principal Masters Business Admin Graduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Doctorate Degree Masters Business Admin Masters Business Admin | |
| The Johns Hopkins University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Rockefeller Capital Management LP
 Rockefeller Capital Management LP Investment ManagersFinance Rockefeller Capital Management L.P. operates as a privately-owned financial services firm. It offers asset management and strategic advisory services. The company was founded by John D. Rockefeller in 1882 and is headquartered in New York, NY. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| Colgate University | College/University | Director/Board Member Undergraduate Degree | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Doctorate Degree | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree Undergraduate Degree | |
| Federal Reserve System | General Government | Corporate Officer/Principal | |
| Universidad CEU San Pablo | College/University | Graduate Degree | |
Bank of America NA (London Branch)
 Bank of America NA (London Branch) Major BanksFinance Bank of America NA provides commercial banking services. The company was founded on February 1, 1931 and is headquartered in London, the United Kingdom. | Major Banks | Corporate Officer/Principal | |
Strategic Investment Group LLC
 Strategic Investment Group LLC Investment ManagersFinance Strategic Investment Group LLC provides integrated portfolio solutions. The company was founded by Mary Claire Choksi, Hilda Margarita Ochoa-Brillembourg, Michael Anthony Duffy and Carol Ann Grefenstette in 1987 and is headquartered in Arlington, VA. | Investment Managers | Corporate Officer/Principal | |
The Brookings Institution
 The Brookings Institution Miscellaneous Commercial ServicesCommercial Services The Brookings Institution provides research and policy solutions. The firm's activities are carried out through four research programs: economic studies, foreign policy studies, governance studies, and metropolitan policy. The company was founded in 1916 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Navarra | College/University | Masters Business Admin | |
Northside Capital Management LLC
 Northside Capital Management LLC Investment ManagersFinance Northside Capital Management LLC (Northside) is an independent, SEC-registered investment advisor and private wealth investment manager headquartered in Hood River, Oregon. The firm was founded by Jeffrey Slocum in 1996. Northside provides investment advice and management of financial assets for family offices, private foundations, trusts and estates, high net worth individuals and taxable institutions. | Investment Managers | Analyst-Equity | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
Lepercq Lynx Investment Advisory LLC
 Lepercq Lynx Investment Advisory LLC Investment ManagersFinance Part of Lepercq, de Neuflize & Co., Inc., Lepercq Lynx Investment Advisory LLC is an American company that produces customized quarterly investment reports for clients. The company is based in Washington. The reports include market outlook, broad index returns, and measurement of individual managers' net of fee returns against appropriate benchmarks. The company works with a diverse group of separate account managers, mutual funds, ETFs, and pooled-funds to recommend within various asset classes. The company continuously monitors existing investments and allocate significant resources to new investment ideas and money managers. The company was founded by Peter J. Tanous, and the CEO is Vipin Sahijwani. | Investment Managers | Corporate Officer/Principal | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| CHAIN BRIDGE I | Financial Conglomerates | Director/Board Member | |
Graf Acquisition Corp. III
 Graf Acquisition Corp. III Financial ConglomeratesFinance Graf Acquisition Corp. III operates as a blank check company. It was formed for the purpose of effecting into a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization or other similar business combination with one or more businesses or entities. The company is headquartered in The Woodlands, TX. | Financial Conglomerates | President |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Spagna | 3 |
| Regno Unito | 3 |
Settori
| Finance | 27 |
| Consumer Services | 20 |
| Commercial Services | 3 |
| Government | 2 |
Posizioni
| Director/Board Member | 147 |
| Corporate Officer/Principal | 119 |
| Undergraduate Degree | 96 |
| Analyst-Equity | 75 |
| Masters Business Admin | 66 |
Contatti più connessi
| Insiders | |
|---|---|
| Sung Hwan Cho | 39 |
| Greg Fleming | 26 |
| Jason Finger | 23 |
| Scott Galloway | 19 |
| Shao Qing Jiang | 18 |
| Ram shenoy | 18 |
| Joel Krikston | 16 |
| Adam D. Compton | 15 |
| Chen Yang Wei | 14 |
| Thomas Deierlein | 12 |
| Ethan Beard | 10 |
| Xuan Sun | 10 |
| Shakeel Rangrez | 10 |
| Victoria T. Melendez | 10 |
| Joseph Berry | 10 |
- Borsa valori
- Insiders
- Victor Lee
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