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Alexei Felix Lee
Corporate Officer/Principal bij William Blair & Co. LLC (Investment Management)
Actieve functies van Alexei Felix Lee
Bedrijven | Functie | Begin | Einde |
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William Blair & Co. LLC (Investment Management)
![]() William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Corporate Officer/Principal | 01-01-2020 | - |
Portefeuillebeheerder-Aandelen | 01-01-2017 | 01-01-2020 |
Loopbaan van Alexei Felix Lee
Eerdere bekende functies van Alexei Felix Lee
Bedrijven | Functie | Begin | Einde |
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Kelleher Financial Advisors LLC
![]() Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Corporate Officer/Principal | 25-03-2015 | 30-01-2017 |
American Portfolios Advisors, Inc.
![]() American Portfolios Advisors, Inc. Investment ManagersFinance American Portfolios Advisors, Inc. (APA) is a SEC-registered investment advisor headquartered in Holbrook, New York. The firm was founded in 2001 and is a wholly owned subsidiary of American Portfolios Holdings, Inc., ultimately owned by AG Artemis Holdings LP. APA offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 01-04-2012 | 01-07-2014 |
Opleiding van Alexei Felix Lee
Stony Brook University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Kelleher Financial Advisors LLC
![]() Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Finance |
William Blair & Co. LLC (Investment Management)
![]() William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Finance |
American Portfolios Advisors, Inc.
![]() American Portfolios Advisors, Inc. Investment ManagersFinance American Portfolios Advisors, Inc. (APA) is a SEC-registered investment advisor headquartered in Holbrook, New York. The firm was founded in 2001 and is a wholly owned subsidiary of American Portfolios Holdings, Inc., ultimately owned by AG Artemis Holdings LP. APA offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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