Frank P. Lee
Gründer bei Cypress Asset Management, Inc.
Profil
Mr. Frank P.
Lee, CFA, is Chief Operating Officer & Portfolio Manager at Cypress Asset Management, Inc. He has over 25 years investment experience
Prior to co-founding Cypress, he has over a decade of research and portfolio management experience with Fayez Sarofim & Co.
Mr. Lee received a BBA in History from Dartmouth College and MBA in Finance from University of Texas, Austin.
Aktive Positionen von Frank P. Lee
Unternehmen | Position | Beginn |
---|---|---|
Cypress Asset Management, Inc.
Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments. | Gründer | 01.01.1996 |
Ehemalige bekannte Positionen von Frank P. Lee
Unternehmen | Position | Ende |
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Fayez Sarofim & Co.
Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Portfolio Manager-Aktien | - |
Ausbildung von Frank P. Lee
Dartmouth College | Undergraduate Degree |
The University of Texas at Austin | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Fayez Sarofim & Co.
Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Finance |
Cypress Asset Management, Inc.
Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments. | Finance |