Profil
Mr. Ricardo Lee is a Research Analyst at Osmium Partners LLC.
Mr. Lee was previously employed as an Analyst by Iconiq Capital LLC, a Property Tax Consultant by Ernst & Young Capital Advisors LLC, and a Staff Auditor by EisnerAmper Wealth Management & Corporate Benefits LLC.
He received his undergraduate degree BA from the University of California, Santa Barbara.
Ehemalige bekannte Positionen von Ricardo Lee
Unternehmen | Position | Ende |
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Osmium Partners LLC
Osmium Partners LLC Investment ManagersFinance Osmium Partners LLC is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded in 2002 by John H. Lewis to provide investment advice to high net-worth individuals and institutional investors. | Analyst-Equity | 01.07.2022 |
ICONIQ Capital LLC
ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Analyst-Equity | 01.01.2019 |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Berater | 01.06.2018 |
EisnerAmper Wealth Management & Corporate Benefits LLC
EisnerAmper Wealth Management & Corporate Benefits LLC Investment ManagersFinance EisnerAmper Wealth Management & Corporate Benefits LLC (EisnerAmper Wealth Management) is a registered investment advisor and wealth management firm headquartered in Iselin, New Jersey. The firm was founded by Marc L. Scudillo in 1999 and is a subsidiary of EisnerAmper LLP. EisnerAmper Wealth Management provides discretionary investment advisory and advocacy management planning services on fee basis to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Corporate Officer/Principal | 01.11.2016 |
Ausbildung von Ricardo Lee
University of California, Santa Barbara | 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 | 4 |
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Osmium Partners LLC
Osmium Partners LLC Investment ManagersFinance Osmium Partners LLC is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded in 2002 by John H. Lewis to provide investment advice to high net-worth individuals and institutional investors. | Finance |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
EisnerAmper Wealth Management & Corporate Benefits LLC
EisnerAmper Wealth Management & Corporate Benefits LLC Investment ManagersFinance EisnerAmper Wealth Management & Corporate Benefits LLC (EisnerAmper Wealth Management) is a registered investment advisor and wealth management firm headquartered in Iselin, New Jersey. The firm was founded by Marc L. Scudillo in 1999 and is a subsidiary of EisnerAmper LLP. EisnerAmper Wealth Management provides discretionary investment advisory and advocacy management planning services on fee basis to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
ICONIQ Capital LLC
ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Finance |