Richard Lee
Analyst-Fixed Income chez Post Advisory Group LLC
Provenance du réseau au premier degré de Richard Lee
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Post Advisory Group LLC
 Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors.
52
| Subsidiary | Investment Managers | 52 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Richard Lee via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Investment Managers | Analyst-Equity | |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Chief Operating Officer Corporate Officer/Principal | |
Principal Life Insurance Co.
 Principal Life Insurance Co. Investment ManagersFinance Principal Life Insurance Co. provides insurance brokerage services. It offers term life, major medical, annuities, disability, long term care, health, and consultancy services to trades unions, individuals, and business marketplace. The company was founded on June 24, 1879 and is headquartered in Des Moines, IA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Canyon Capital Advisors LLC
 Canyon Capital Advisors LLC Investment ManagersFinance Canyon Capital Advisors LLC (Canyon) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Mitchell Julis and Joshua Friedman in 1990 and they are owned by Canyon Partners LLC. Canyon provides discretionary advisory services to individuals, trusts, pension plans, corporations, and public and private entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
We The Pie People LLC
 We The Pie People LLC Food: Meat/Fish/DairyConsumer Non-Durables We The Pie People LLC produces frozen desserts. It offers frozen cream desserts in various flavors, such as caramel apple crumble, chocolate silk, strawberry cream and vanilla cream. The firm provides its product through grocery stores in Arizona, California, Colorado, Idaho, Montana, Nevada, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. The company was founded in 2013 and is headquartered in Chatsworth, CA. | Food: Meat/Fish/Dairy | Director/Board Member | |
Barnana PBC
 Barnana PBC Food: Specialty/CandyConsumer Non-Durables Barnana PBC engages in the provision of banana-based snacks. Its products include banana bites, cookie brittle, plantain chips and plantain tortilla chips. The company was founded by Caue Suplicy, Nik Ingersoll and Matthew Clifford in 2012 and is headquartered in Los Angeles, CA. | Food: Specialty/Candy | Director/Board Member | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Chief Executive Officer Chief Operating Officer Head-Equity Investments | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Graduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Western Asset Management Co. LLC
 Western Asset Management Co. LLC Investment ManagersFinance Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Principal Financial Services, Inc.
 Principal Financial Services, Inc. Financial ConglomeratesFinance Principal Financial Services, Inc. provides brokerage, insurance and mortgage services. It offers retirement, group insurance benefits, business planning and protection solutions, and employees benefits, estate planning and personal trusts, life insurance and income protection. The company is headquartered in Des Moines, IA. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Evergreen Investments Associates, Inc.
 Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Investment Managers | Corporate Officer/Principal | |
Latham & Watkins LLP
 Latham & Watkins LLP Miscellaneous Commercial ServicesCommercial Services Latham & Watkins LLP operates as a full-service law firm or legal matters. It offers services in the areas of finance, litigation, accounting, banking, life sciences, private equity, real estate, government relations, employment law, and outsourcing. The company was founded in 1934 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Beach Point Capital Management LP
 Beach Point Capital Management LP Investment ManagersFinance Beach Point Capital Management LP (Beach Point) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Santa Monica, California. The firm was founded in 2009 by Carl Goldsmith and Scott Klein, through a management buyback of the alternative high yield business of Post Advisory Group LLC. Beach Point offers specialized funds and customized managed accounts designed to meet specific client needs and return objectives. Their clients include public and corporate pension funds and endowments in the US and Europe. | Investment Managers | Chief Executive Officer Chief Executive Officer Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Trading-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income Analyst-Fixed Income | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| USC Marshall School of Business | College/University | Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
Principal Real Estate Europe Ltd.
 Principal Real Estate Europe Ltd. Investment ManagersFinance Principal Real Estate Europe Ltd. Provides fund management advisory services. The firm’s services include fund accounting, debt management and treasury, tax and structuring and regulatory compliance. The company was founded by Andrew David Thornton and Jos Short in May 2008 and is headquartered in London, the United Kingdom. | Investment Managers | Director/Board Member Director/Board Member | |
Principal Diversified Select Real Asset Fund
 Principal Diversified Select Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Principal Diversified Select Real Asset Fund engages as a diversified, closed-end management investment company. The firm intends to provide a long-term total return more than inflation. It also intends to achieve its investment objective by investing in investments related to real assets and real asset companies. The company was founded on March 16, 2010 and is headquartered in Des Moines, IA. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Houlihan Lokey Capital, Inc.
 Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| California State University-Fullerton | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| The Chinese University of Hong Kong | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
| Iowa State University | College/University | Undergraduate Degree | |
Forma Brands LLC
 Forma Brands LLC Household/Personal CareConsumer Non-Durables Forma Brands LLC develops cosmetics and beauty products. The company is headquartered in San Francisco, CA. | Household/Personal Care | General Counsel |
Statistiques
Internationale
| Etats-Unis | 45 |
| Royaume-Uni | 2 |
| Hong Kong | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 18 |
| Consumer Non-Durables | 4 |
| Commercial Services | 3 |
| Technology Services | 2 |
Opérationnelle
| Corporate Officer/Principal | 82 |
| Undergraduate Degree | 53 |
| Analyst-Fixed Income | 46 |
| Director/Board Member | 35 |
| Portfolio Manager-Fixed Income | 26 |
Relations les plus connectées
| Insiders | |
|---|---|
| Timothy Dunbar | 23 |
| Patrick Halter | 21 |
| Alan Leavitt | 14 |
| Linda Ba | 9 |
| Gary Hobart | 9 |
| Robert Berzins | 8 |
| Russell Gates Filipski | 7 |
| Jeffrey Lapin | 7 |
| Michael Alan Haynes | 7 |
| William Kozicki | 7 |
| Dan Ross | 7 |
| Jim Wolf | 7 |
| Tim Mullaney | 6 |
| Henry Chyung | 6 |
| Vijay Padmanabhan | 6 |
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