Profiel
Michael Thomas Lee worked as a Vice President at Morgan Stanley Smith Barney LLC from 2007 to 2014.
He then worked as a Managing Partner at Tiger Wealth Management from 2014 to 2017.
In 2018, he worked as a Portfolio Manager & Market Strategist at Altium Wealth Management LLC for a year.
Mr. Lee received his undergraduate degree from Fairfield University in 2003.
Eerdere bekende functies van Michael Thomas Lee
| Bedrijven | Functie | Einde |
|---|---|---|
Altium Wealth Management LLC
 Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families. | Portefeuillebeheerder-Aandelen | 01-11-2019 |
Tiger Wealth Management
 Tiger Wealth Management Investment ManagersFinance Tiger Wealth Management provides wealth management services. | Corporate Officer/Principal | 01-02-2017 |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Corporate Officer/Principal | 01-07-2014 |
Opleiding van Michael Thomas Lee
| Fairfield University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Finance |
Altium Wealth Management LLC
Altium Wealth Management LLC Investment ManagersFinance Altium Wealth Management LLC (Altium Wealth) is an independent investment advisory firm headquartered in Purchase, New York. The firm was founded in 2010 by Mitchell Brill and Anthony DeStefano. Altium Wealth provides investment management services to their clients who are primarily high net worth families. | Finance |
Tiger Wealth Management
Tiger Wealth Management Investment ManagersFinance Tiger Wealth Management provides wealth management services. | Finance |
