James Harvey Lee
Fondateur chez Ascendant Advisors Group LLC
Profil
James Harvey Lee is the founder of Ascendant Advisors LLC, founded in 2009, where he held the title of President from 2012 to 2021.
He is also the founder of Ascendant Advisors Group LLC, founded in 1970, where he currently holds the title of President.
Mr. Lee's former jobs include being a Principal at First Boston Corp., a Trustee at Teacher Retirement System of Texas, a Principal at Ernst & Young LLP, and a Trustee at Texas Growth Fund.
Mr. Lee's education history includes an undergraduate degree and an MBA from The University of Texas at Austin.
Postes actifs de James Harvey Lee
| Sociétés | Poste | Début |
|---|---|---|
Ascendant Advisors Group LLC
 Ascendant Advisors Group LLC Investment ManagersFinance Ascendant Advisors Group LLC provides active portfolio management services to high net worth families and institutions. It uses quantitative research techniques to analyze fundamental and technical factors in order to identify securities that are expected to outperform and then rotate portfolio holdings as conditions change. The company was founded in 1970 by James Harvey Lee and is headquartered in Houston, TX. | Fondateur | 01/01/1970 |
Anciens postes connus de James Harvey Lee
| Sociétés | Poste | Fin |
|---|---|---|
Ascendant Advisors LLC
 Ascendant Advisors LLC Investment ManagersFinance Ascendant Advisors LLC is an investment management firm headquartered in Houston, Texas. The firm was originally formed in 1970 as Texas Investment Management Co. and was later renamed John H. Lee & Co. In 1983, they became known as Pension Management Co. In July 2009, the firm was purchased by a group of strategic investors, acquired new management and became known as Ascendant Advisors LLC. They are a subsidiary of Ascendant Advisors Group LLC. Ascendant Advisors manages assets of individual and institutional clients. | President | 07/01/2021 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
| First Boston Corp. | Corporate Officer/Principal | - |
| Texas Growth Fund | Directeur/Membre du Conseil | - |
Teacher Retirement System of Texas
 Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Directeur/Membre du Conseil | - |
Formation de James Harvey Lee
| The University of Texas at Austin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ascendant Advisors Group LLC
Ascendant Advisors Group LLC Investment ManagersFinance Ascendant Advisors Group LLC provides active portfolio management services to high net worth families and institutions. It uses quantitative research techniques to analyze fundamental and technical factors in order to identify securities that are expected to outperform and then rotate portfolio holdings as conditions change. The company was founded in 1970 by James Harvey Lee and is headquartered in Houston, TX. | Finance |
Ascendant Advisors LLC
Ascendant Advisors LLC Investment ManagersFinance Ascendant Advisors LLC is an investment management firm headquartered in Houston, Texas. The firm was originally formed in 1970 as Texas Investment Management Co. and was later renamed John H. Lee & Co. In 1983, they became known as Pension Management Co. In July 2009, the firm was purchased by a group of strategic investors, acquired new management and became known as Ascendant Advisors LLC. They are a subsidiary of Ascendant Advisors Group LLC. Ascendant Advisors manages assets of individual and institutional clients. | Finance |
Teacher Retirement System of Texas
Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Finance |
| Texas Growth Fund | Miscellaneous |
| First Boston Corp. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
