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Bryan Matthew Lee
Trading-Equity chez
Total Investment Management, Inc.
Profil
Mr. Bryan M.
Lee is a Chief Technical Analyst at Total Investment Management, Inc. and a Portfolio Manager at RESQ Investment Partners LLC.
He was originally hired on as the Director of Asset Services; this position entailed communicating with current and prospective clients and handling the day-to-day operations of running the asset service (401k Management).
He now manages the trading platforms and is responsible for the execution of our trades.
He is a member of the Market Technicians Association and holds the designation of Chartered Market Technician (CMT) and sits on the Investment Committee.
He graduated from the W.P.
Carey School of Business at Arizona State University with a B.S.
in Marketing.
Postes actifs de Bryan Matthew Lee
| Sociétés | Poste | Début |
|---|---|---|
Total Investment Management, Inc.
 Total Investment Management, Inc. Investment ManagersFinance TIM follows a proactive tactical asset allocation strategy to manage portfolios. The firm closely monitors their holdings for relative performance, following economic and technical indicators and using a strict trading discipline. Although there will be times when portfolio turnover increases with volatility, overall, they seek to keep turnover low while maintaining returns. TIM allocates their model portfolios among several asset classes, including small caps, mid-caps, large-caps, international and bonds. | Trading-Equity | 01/08/2005 |
RESQ Investment Partners LLC
 RESQ Investment Partners LLC Investment ManagersFinance RESQ Investment Partners’ seeks to provide attractive risk-adjusted returns by utilizing a mathematical computer process to analyze market data. The firm employs a disciplined quantitative approach and uses a bottom-up fundamental approach to its selection process. | Gestionnaire de Portefeuille-Actions | - |
Formation de Bryan Matthew Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Total Investment Management, Inc.
Total Investment Management, Inc. Investment ManagersFinance TIM follows a proactive tactical asset allocation strategy to manage portfolios. The firm closely monitors their holdings for relative performance, following economic and technical indicators and using a strict trading discipline. Although there will be times when portfolio turnover increases with volatility, overall, they seek to keep turnover low while maintaining returns. TIM allocates their model portfolios among several asset classes, including small caps, mid-caps, large-caps, international and bonds. | Finance |
RESQ Investment Partners LLC
RESQ Investment Partners LLC Investment ManagersFinance RESQ Investment Partners’ seeks to provide attractive risk-adjusted returns by utilizing a mathematical computer process to analyze market data. The firm employs a disciplined quantitative approach and uses a bottom-up fundamental approach to its selection process. | Finance |
