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Profil
Mr. Lee W.
Schultheis is a President-Mutual Funds at Hatteras Alternative Mutual Funds LLC.
Prior to joining Hatteras, Mr. Schultheis was Chief Operating Officer from 1999 to 2002, as well as President of Kinetics Funds Distributor, Inc. From 1993 to 1999, Mr. Schultheis served as President of Vista Fund Distributors, the sponsor/underwriter of the $60 billion Chase Manhattan Bank’s Vista Family of Mutual Funds and Vista Capital Advantage Variable Annuity.
Prior to joining Chase, Mr. Schultheis was managing Director at Forum Financial Group, a leading independent distributor of mutual fund products.
Prior to Forum, Mr. Schultheis was a Vice President in the Mutual Funds Management Group at U.S.
Trust Company of New York, Advisor to the $2.8 billion UST Master Funds.
Mr. Schultheis holds a Bachelor of Science degree in Industrial and Labor Relations from Cornell University.
Anciens postes connus de Lee W. Schultheis
| Sociétés | Poste | Fin |
|---|---|---|
Chase Bank USA, NA
 Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 31/12/1998 |
Forum Financial Group /ME & NH Bond Funds Advisory Bus/
 Forum Financial Group /ME & NH Bond Funds Advisory Bus/ Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 31/12/1992 |
Vista Capital Partners, Inc.
 Vista Capital Partners, Inc. Investment ManagersFinance Vista strives for investment success through a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns by minimizing costs and taxes. They focus on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes. The firm seeks to construct investment portfolios that can deliver higher returns with less risk by focusing on investments in small-cap stocks and value stocks across the universe of US, international and emerging market equities. | Corporate Officer/Principal | - |
Chase Manhattan Bank USA NA
 Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Kinetics Asset Management LLC
 Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management, along with their affiliates, conducts their own proprietary in-house research consisting primarily of a qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. Kinetics manages accounts primarily by investing, trading and dealing in public securities of all kinds and descriptions, including, but not limited to, equity, debt, convertible securities, bank loans, preferred stock, options, warrants, trade claims, and monetary instruments. On behalf of their clients, Kinetics may also invest in arbitrage and special situations, both long and short securities positions, option arbitrage, international arbitrage, and other strategies. | Directeur des opérations | - |
Formation de Lee W. Schultheis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Chase Bank USA, NA
Chase Bank USA, NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Kinetics Asset Management LLC
Kinetics Asset Management LLC Investment ManagersFinance Kinetics Asset Management, along with their affiliates, conducts their own proprietary in-house research consisting primarily of a qualitative and quantitative, bottom-up, value-oriented analysis of a wide universe of companies operating in the US and abroad. Kinetics manages accounts primarily by investing, trading and dealing in public securities of all kinds and descriptions, including, but not limited to, equity, debt, convertible securities, bank loans, preferred stock, options, warrants, trade claims, and monetary instruments. On behalf of their clients, Kinetics may also invest in arbitrage and special situations, both long and short securities positions, option arbitrage, international arbitrage, and other strategies. | Finance |
Chase Manhattan Bank USA NA
Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services | Finance |
Vista Capital Partners, Inc.
Vista Capital Partners, Inc. Investment ManagersFinance Vista strives for investment success through a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns by minimizing costs and taxes. They focus on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes. The firm seeks to construct investment portfolios that can deliver higher returns with less risk by focusing on investments in small-cap stocks and value stocks across the universe of US, international and emerging market equities. | Finance |
Hatteras Alternative Mutual Funds LLC
 Hatteras Alternative Mutual Funds LLC Investment ManagersFinance The Hatteras Alternative Mutual Funds combine exposure to a variety of dedicated hedge fund strategies and dedicated hedge fund managers with the advantages of a mutual fund structure. | Finance |
Alternative Investment Partners LLC
 Alternative Investment Partners LLC Investment ManagersFinance Alternative Investment Partners (AIP) provides open-end mutual funds of hedge fund strategies. AIP's Alternative Strategies funds may be invested with long and short positions, arbitrage techniques and derivative and fixed-income securities. They focus on maintaining low volatility and overall risk exposure while attempting to preserve capital and deliver positive absolute returns through all market cycles | Finance |
Forum Financial Group /ME & NH Bond Funds Advisory Bus/
Forum Financial Group /ME & NH Bond Funds Advisory Bus/ Investment ManagersFinance Provides investment advisory services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
