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Charles Trumbull Lee
Gestionnaire de Portefeuille-Actions chez
Fiduciary Trust Company International of Pennsylvania
Profil
Charles Trumbull Lee currently works at Fiduciary Trust Company International of Pennsylvania, as Managing Director & Senior Portfolio Manager from 2012.
Mr. Lee also formerly worked at Rorer Asset Management LLC, as Vice President, Brown Brothers Harriman & Co., as Senior Relationship Manager, Harris Upham & Co, Inc., as Principal, Smith Barney & Co., Inc., as Principal, and Chestnut Hill Academy, as Trustee.
Mr. Lee received his undergraduate degree from Bucknell University.
Postes actifs de Charles Trumbull Lee
| Sociétés | Poste | Début |
|---|---|---|
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Anciens postes connus de Charles Trumbull Lee
| Sociétés | Poste | Fin |
|---|---|---|
Chestnut Hill Academy
 Chestnut Hill Academy Other Consumer ServicesConsumer Services Operates as independent day school | Corporate Officer/Principal | - |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Harris Upham & Co, Inc.
 Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker | Corporate Officer/Principal | - |
Rorer Asset Management LLC
 Rorer Asset Management LLC Investment ManagersFinance Rorer Asset Management offers four types of investment accounts including large-cap equity, mid-cap equity, balanced and fixed-income. They specialize in investments in domestic large/mid cap value equities and fixed-income securities. They use a relative value investment process to reduce performance volatility while achieving targeted risk-adjusted returns across investment cycles. After Rorer's equity screening process is complete, fundamental and economic analysis is performed on those companies that meet the relative valuation, earnings momentum and portfolio guidelines. This analysis includes, but is not limited to, discussions with corporate management, interviews with one or more Wall Street analysts who closely track the company and a thorough review of all fundamental data. Lastly, they evaluate macroeconomic factors including business cycle analysis and the expected direction of interest rates before initiating the purchase of any security. Their sell process seeks to realize substantial profits after they have been earned or to conserve capital when necessary. An upside price objective is established at the time of purchase. This price target is set at a level that the stock is reasonably expected to achieve within an 18-24 month period. Alternatively, a stock will be sold if its fundamentals fail to meet expectations or if its position exceeds their industry and position weighting limits. Rorer's fixed-income process begins by analyzing economic and market conditions. Rorer seeks to capitalize on this analysis by being longer, neutral or shorter than their index as conditions dictate. Rorer also seeks to control the portfolio's volatility by adhering to a duration boundary defined by a 20% range over or under the duration of the index, measured in years. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Formation de Charles Trumbull Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Rorer Asset Management LLC
Rorer Asset Management LLC Investment ManagersFinance Rorer Asset Management offers four types of investment accounts including large-cap equity, mid-cap equity, balanced and fixed-income. They specialize in investments in domestic large/mid cap value equities and fixed-income securities. They use a relative value investment process to reduce performance volatility while achieving targeted risk-adjusted returns across investment cycles. After Rorer's equity screening process is complete, fundamental and economic analysis is performed on those companies that meet the relative valuation, earnings momentum and portfolio guidelines. This analysis includes, but is not limited to, discussions with corporate management, interviews with one or more Wall Street analysts who closely track the company and a thorough review of all fundamental data. Lastly, they evaluate macroeconomic factors including business cycle analysis and the expected direction of interest rates before initiating the purchase of any security. Their sell process seeks to realize substantial profits after they have been earned or to conserve capital when necessary. An upside price objective is established at the time of purchase. This price target is set at a level that the stock is reasonably expected to achieve within an 18-24 month period. Alternatively, a stock will be sold if its fundamentals fail to meet expectations or if its position exceeds their industry and position weighting limits. Rorer's fixed-income process begins by analyzing economic and market conditions. Rorer seeks to capitalize on this analysis by being longer, neutral or shorter than their index as conditions dictate. Rorer also seeks to control the portfolio's volatility by adhering to a duration boundary defined by a 20% range over or under the duration of the index, measured in years. | Finance |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harris Upham & Co, Inc.
Harris Upham & Co, Inc. Investment Banks/BrokersFinance Security Broker | Finance |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Chestnut Hill Academy
Chestnut Hill Academy Other Consumer ServicesConsumer Services Operates as independent day school | Consumer Services |
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