Profil
Mr. Cory M.
Nakamura, CFA, is a Portfolio Manager at Lee Financial Group, Inc. He joined Lee Financial Group in 2003.
He currently serves as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology.
Mr. Nakamura is also a Certified Financial Planner Professional, assisting clients with various aspects of wealth management.
He is a series 6, 7, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer.
He currently serves as the Immediate Past President of the Shidler College of Business Alumni Association, and a board of director on the University's Alumni board.
He is also active in the Financial Planning Association as a board of director with the Honolulu chapter.
Mr. Nakamura earned his B.A. in Finance from the Shidler College of Business at the University of Hawaii at Manoa.
He is also a guest speaker to the undergraduate program on fund manager selection and career paths in finance.
He is a CFA charter holder and a member of the CFA Hawaii chapter.
Ehemalige bekannte Positionen von Cory Michael Nakamura
| Unternehmen | Position | Ende |
|---|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Mitglied des Investmentausschusses | 01.05.2013 |
Ausbildung von Cory Michael Nakamura
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Hawai'i at Manoa
University of Hawai'i at Manoa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Finance |
















