Profil
Mr. James Lee is a Portfolio Manager at Lau Associates LLC.
Prior to joining Lau Associates LLC in 1998, he was a member of the Advanced Planner Group at American Express Financial Advisors.
Mr. Lee received his undergraduate degree in Economics from the College of William and Mary in 1991.
Anciens postes connus de James Lee
| Sociétés | Poste | Fin |
|---|---|---|
Lau Associates LLC
 Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Analyst-Equity | 31/03/2011 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
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Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Finance |
