Profil
Mr. Lawrence Lee is an Assistant Vice President & Senior Equity Research Analyst at Fort Washington Investment Advisors, Inc. He is a is Senior Equity Research Manager for the International Equity investment strategy.
He joined the firm in 2017 as a part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments.
He joined Sentinel in 2005.
He began his investment career in 1993 and has held analyst, institutional sales, trading, and accounting positions with SinoPac Securities, Wells Capital Management, and Union Bank of California – Capital Markets Group.
He earned a BA in International Relations and History from Syracuse University.
He holds the designations of Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered Market Technician.
Anciens postes connus de Lawrence Lee
| Sociétés | Poste | Fin |
|---|---|---|
Sentinel Rock Oilsands Corp.
Sentinel Rock Oilsands Corp. Contract DrillingIndustrial Services Provides oil and gas services | Directeur/Membre du Conseil | 28/05/2008 |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Analyst-Equity | - |
Montrose Securities International .
Montrose Securities International . Investment Banks/BrokersFinance Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023. | Corporate Officer/Principal | - |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Analyst-Equity | - |
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Analyst-Equity | - |
Formation de Lawrence Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Finance |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring utilizes proprietary investment allocation systems in conjunction with the securities selection services provided by their portfolio managers to create and maintain actively managed investment portfolios intended to meet the requirements of its clients’ investment needs. The firm offers a variety of equity, multi-asset, and fixed income investment strategies. These investment strategies (collectively) may invest in a wide variety of financial instruments. Allspring employs bottom-up company specific analysis to find securities with under-appreciated prospects. | Finance |
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington applies well-defined investment values across the diverse lineup of strategies that they offer covering asset classes and solutions within both public and private equity, cash and short duration fixed income, investment grade fixed income, asset-liability management, leveraged credit, multi-sector fixed income, private placements, private debt, midstream energy, securitized credit, and others. | Finance |
Montrose Securities International .
Montrose Securities International . Investment Banks/BrokersFinance Montrose Securities International is a boutique financial services company that specializes in high-yielding overseas bank deposits, mortgage finance, and foreign currency exchange transactions. The private company is based in San Francisco, CA. Montrose Securities International recently invited investors to participate in a first mortgage syndicate secured over commercial property in Australia, with an investment opportunity available until May 20, 2023. | Finance |
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sentinel Rock Oilsands Corp.
Sentinel Rock Oilsands Corp. Contract DrillingIndustrial Services Provides oil and gas services | Industrial Services |
















