Stephen Lee
Directeur de la Recherche - Actions chez JFS Wealth Advisors LLC
Postes actifs de Stephen Lee
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
JFS Wealth Advisors LLC
 JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Analyst-Equity | 01/01/2017 | - |
| Directeur en chef des Investissements | 01/01/2017 | - | |
| Directeur de la Recherche - Actions | 01/01/2012 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/2017 | - |
Historique de carrière de Stephen Lee
Anciens postes connus de Stephen Lee
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Remainder Corp.
 Remainder Corp. Investment ManagersFinance Remainder Corp. provides wealth advisory services. The company was founded in 1984 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 01/01/1994 | - |
| President | 01/01/1994 | - |
Formation de Stephen Lee
| Brown University | Undergraduate Degree |
| University of Pittsburgh | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Corporate Officer/Principal | 1 |
| President | 1 |
| Undergraduate Degree | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Remainder Corp.
Remainder Corp. Investment ManagersFinance Remainder Corp. provides wealth advisory services. The company was founded in 1984 and is headquartered in Pittsburgh, PA. | Finance |
JFS Wealth Advisors LLC
JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Finance |
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