Frank P. Lee
Fondateur chez Cypress Asset Management, Inc.
Profil
Mr. Frank P.
Lee, CFA, is Chief Operating Officer & Portfolio Manager at Cypress Asset Management, Inc. He has over 25 years investment experience
Prior to co-founding Cypress, he has over a decade of research and portfolio management experience with Fayez Sarofim & Co.
Mr. Lee received a BBA in History from Dartmouth College and MBA in Finance from University of Texas, Austin.
Postes actifs de Frank P. Lee
| Sociétés | Poste | Début |
|---|---|---|
Cypress Asset Management, Inc.
 Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments. | Fondateur | 01/01/1996 |
Anciens postes connus de Frank P. Lee
| Sociétés | Poste | Fin |
|---|---|---|
Fayez Sarofim & Co.
 Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Frank P. Lee
| The University of Texas at Austin | Masters Business Admin |
| Dartmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cypress Asset Management, Inc.
Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments. | Finance |
Fayez Sarofim & Co.
Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals. | Finance |
