Profil
Mr. Samuel Lee, CFA, is a Principal & Portfolio Manager at Interward Asset Management Ltd.
Mr. Lee was previously employed as an Economist at BMO Capital Markets Corp.
and a Research Analyst at Taurus Capital Markets and UBS.
He received his BA (Hons) in Economics from the University of Western Ontario and his MA in Economics from York University.
Ehemalige bekannte Positionen von Samuel Lee
| Unternehmen | Position | Ende |
|---|---|---|
Interward Asset Management Ltd.
 Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Analyst-Equity | 01.01.2016 |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Corporate Officer/Principal | - |
Ausbildung von Samuel Lee
| York University | Graduate Degree |
| University of Western Ontario | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
BMO Capital Markets Corp.
BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Finance |
Interward Asset Management Ltd.
Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Finance |
