Brian K. Lee
Plus aucun poste en cours
Profil
Mr. Brian K.
Lee is a Director-Institutional Marketing & Client Service at Oberweis Asset Management, Inc. since April 2002.
Previously, he was employed by Delaware Investments/Lincoln Financial Distributors, where he served as a Director of Marketing.
Prior to that, he worked for Wilshire Associates in both marketing and client service roles.
Mr. Lee earned an MBA from Loyola Marymount University and a BA in Finance from Loyola Marymount University.
Anciens postes connus de Brian K. Lee
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Corporate Officer/Principal | - |
Oberweis Asset Management, Inc.
 Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Sales & Marketing | - |
Formation de Brian K. Lee
| Loyola Marymount University | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. Investment ManagersFinance Oberweis Asset Management, Inc. (Oberweis) is an independent, SEC-registered investment advisor headquartered in Lisle, Illinois. The firm was founded by James D. Oberweis in 1989 to seek market inefficiencies in equities globally. Oberweis offers their active geographically focused strategies to institutional and individual investors through separately managed accounts (SMAs) and their own proprietary mutual fund family. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
