Profil
Mr. Calvin Lee is an Investment Strategist at GAMMA Investing LLC.
He is responsible for working with advisors to construct custom index strategies, providing transition analyses and ongoing support.
He has over 20 years of experience in portfolio management and quantitative optimization.
Prior to joining GAMMA, Mr. Lee was an ETF portfolio manager with iShares where he developed and managed many tax harvesting strategies.
He was also the Head of Interim Beta Strategies for BlackRock’s Transition Management Group.
After BlackRock, he spent 5 years as the senior transition manager at Penserra Securities.
Most recently, he was a financial planner at Shum Financial Group.
He has a Bachelor’s degree in Biological Sciences and Economics from the University of California at Davis and a Master’s degree in Financial Planning from Golden Gate University.
Postes actifs de Calvin Lee
| Sociétés | Poste | Début |
|---|---|---|
GAMMA Investing LLC
 GAMMA Investing LLC Investment ManagersFinance GAMMA Investing LLC (GAMMA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Lorraine Y. Wang in 2020. GAMMA offers discretionary and non-discretionary portfolio management services to wealth management intermediaries and institutional investors. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Anciens postes connus de Calvin Lee
| Sociétés | Poste | Fin |
|---|---|---|
BlackRock Investment Management LLC
 BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Gestionnaire de Portefeuille-Actions | 01/11/2013 |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program. | Finance |
GAMMA Investing LLC
GAMMA Investing LLC Investment ManagersFinance GAMMA Investing LLC (GAMMA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Lorraine Y. Wang in 2020. GAMMA offers discretionary and non-discretionary portfolio management services to wealth management intermediaries and institutional investors. | Finance |
