Lee M. Wolf
Keine laufenden Positionen mehr
Profil
Mr. Lee M.
Wolf is Securities Analyst at Wanger Investment Management, Inc. He is a Portfolio Manager of the Wanger Long Term Opportunity Strategy.
His responsibilities include performing due diligence on current holdings as well as future investment opportunities.
Previously Mr. Wolf was an Associate Analyst at Broadpoint Capital where he was responsible for coverage of the medical technology sector.
In this role, the majority of his analysis concentrated on publicly traded medical device companies in the orthopedics, diabetes, biologics, and neurology spaces.
Prior to that he served as a Private Wealth Manager at Ameriprise Financial and Linsco/Private Ledger.
Mr. Wolf has a B.A.
in Finance from the University of Illinois at Urbana-Champaign and is currently pursuing his MBA with a concentration in Analytical Finance from the University of Chicago Booth School of Business.
He is also a candidate in the Chartered Financial Analyst program.
Ehemalige bekannte Positionen von Lee M. Wolf
Unternehmen | Position | Ende |
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Broadpoint.Gleacher Securities
Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Broadpoint.Gleacher Securities, formerly Broadpoint Capital, Inc. is an independent, institutional investment banking, sales and trading boutique headquartered in New York City. They were also previously known as First Albany Capital, Inc. The firm is a subsidiary of Broadpoint Securities Group, Inc. (Nasdaq: BPSG), formerly known as First Albany Cos., Inc. They have additional offices in Boston, Chicago, Denver, San Francisco, Bonita Springs, Florida, Glen Allen, Virginia, Roseland, New Jersey and St. Louis, Missouri. Broadpoint.Gleacher follows a range of fixed-income securities and provides proprietary views and analysis on credit fundamentals and trading dynamics. They focus on investment grade, high yield and convertible securities in the following sectors: consumer, building materials, financials, gaming / leisure, healthcare, homebuilding, industrials, mining, packaging, paper/forest products, power/energy, technology/media/telecommunications and transportation. | Analyst-Equity | 30.12.2007 |
AMERIPRISE FINANCIAL, INC. | Corporate Officer/Principal | - |
Wanger Investment Management, Inc.
Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Analyst-Equity | 10.11.2011 |
Ausbildung von Lee M. Wolf
University of Illinois | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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AMERIPRISE FINANCIAL, INC. | Finance |
Private Unternehmen | 2 |
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Broadpoint.Gleacher Securities
Broadpoint.Gleacher Securities Investment Banks/BrokersFinance Broadpoint.Gleacher Securities, formerly Broadpoint Capital, Inc. is an independent, institutional investment banking, sales and trading boutique headquartered in New York City. They were also previously known as First Albany Capital, Inc. The firm is a subsidiary of Broadpoint Securities Group, Inc. (Nasdaq: BPSG), formerly known as First Albany Cos., Inc. They have additional offices in Boston, Chicago, Denver, San Francisco, Bonita Springs, Florida, Glen Allen, Virginia, Roseland, New Jersey and St. Louis, Missouri. Broadpoint.Gleacher follows a range of fixed-income securities and provides proprietary views and analysis on credit fundamentals and trading dynamics. They focus on investment grade, high yield and convertible securities in the following sectors: consumer, building materials, financials, gaming / leisure, healthcare, homebuilding, industrials, mining, packaging, paper/forest products, power/energy, technology/media/telecommunications and transportation. | Finance |
Wanger Investment Management, Inc.
Wanger Investment Management, Inc. Investment ManagersFinance Founded by Eric D. Wanger in 2002, Wanger Investment Management, Inc. is a registered investment advisor located in Chicago. The firm manages the Wanger Long Term Opportunity Fund II LP and the Wanger Income and Growth Fund LP. | Finance |