Lawrence Lee
Analyst-Equity bei Fort Washington Investment Advisors, Inc.
Profil
Mr. Lawrence Lee is an Assistant Vice President & Senior Equity Research Analyst at Fort Washington Investment Advisors, Inc. He is a is Senior Equity Research Manager for the International Equity investment strategy.
He joined the firm in 2017 as a part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments.
He joined Sentinel in 2005.
He began his investment career in 1993 and has held analyst, institutional sales, trading, and accounting positions with SinoPac Securities, Wells Capital Management, and Union Bank of California – Capital Markets Group.
He earned a BA in International Relations and History from Syracuse University.
He holds the designations of Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered Market Technician.
Aktive Positionen von Lawrence Lee
| Unternehmen | Position | Beginn |
|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Analyst-Equity | 01.01.2017 |
Ehemalige bekannte Positionen von Lawrence Lee
| Unternehmen | Position | Ende |
|---|---|---|
| Sentinel Rock Oilsands Corp. | Direktor/Vorstandsmitglied | 28.05.2008 |
Montrose Securities International .
 Montrose Securities International . Investment Banks/BrokersFinance Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023. | Corporate Officer/Principal | - |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Analyst-Equity | - |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Analyst-Equity | - |
Ausbildung von Lawrence Lee
| Syracuse University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
| Sentinel Rock Oilsands Corp. | Industrial Services |
Montrose Securities International .
Montrose Securities International . Investment Banks/BrokersFinance Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023. | Finance |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) since 2017. | Finance |