Profiel
Mr. Bryan Lee is a Financial Associate at Advisor Partners II LLC.
He is responsible for portfolio analysis, trading, and rebalancing portfolios.
Mr. Lee was previously employed as a Financial Associate by Advisor Partners LLC.
He is a graduate of the University of California, San Diego and holds a B.S.
in Management Science (Economics).
Actieve functies van Bryan Lee
| Bedrijven | Functie | Begin |
|---|---|---|
Advisor Partners II LLC
 Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | Analyst-Equity | - |
Eerdere bekende functies van Bryan Lee
| Bedrijven | Functie | Einde |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Analyst-Equity | 01-06-2022 |
Opleiding van Bryan Lee
| University of California San Diego | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | Finance |
