Profil
Lawrence Jack Lee worked as an Associate Analyst at Wachovia Securities LLC in 2007.
The same year, served as Director at Oppenheimer & Co., Inc. (Broker).
Worked as a Research Associate at Wells Fargo Securities LLC.
From 2011 to 2012, worked as an Associate at Canaccord Genuity, Inc. From 2013 to 2024, worked as a Portfolio Manager at Gratus Capital LLC.
Completed undergraduate education at The Johns Hopkins University in 2005.
Anciens postes connus de Lawrence Jack Lee
| Sociétés | Poste | Fin |
|---|---|---|
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital is an active manager that invests in undervalued equities, fixed income, and alternative assets that they can buy below their intrinsic value. The firm constructs globally diversified, multiple-asset-class targeted allocation portfolios. | Analyst-Equity | 02/12/2024 |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/12/2011 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/08/2007 |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Lawrence Jack Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Canaccord Genuity, Inc.
Canaccord Genuity, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Gratus Capital LLC
Gratus Capital LLC Investment ManagersFinance Gratus Capital is an active manager that invests in undervalued equities, fixed income, and alternative assets that they can buy below their intrinsic value. The firm constructs globally diversified, multiple-asset-class targeted allocation portfolios. | Finance |
















