Phillip Lee

Founded in 2009 by Bradley Gastwirth and Rob Sanderson, ABR Investment Strategy LLC is an investment advisory and independent investment research firm located in San Francisco. The firm provides investment research, valuation analysis and securities recommendations to institutional clients. Their proprietary research focuses on growth companies. ABR Investment Strategy employs a highly-structured research process that seeks to identify the most important themes in their sectors, whether large secular shifts, technology adoption cycles, product cycles or regulatory changes. They determine whether there is an opportunity for large value creation or value shift and identify stocks with significant exposure. The firm's recommendations are sensitive to earnings power, valuation and investor sentiment.

Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC.