Profil
James Lee is currently a Strategist at UBS Securities LLC since 2018.
Prior to this, he worked as Asia Institutional Equity Sales at BNP Paribas Securities Corp.
from 2014 to 2016, as a Financial Analyst at Lazard Freres & Co. LLC (Broker) from 2004 to 2006, and as a Founding Member at CMB Wing Lung Asset Management Ltd.
from 2011 to 2014.
Mr. Lee completed his undergraduate degree at The Wharton School of the University of Pennsylvania.
Postes actifs de James Lee
| Sociétés | Poste | Début |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Stratège de marché | 01/01/2018 |
Anciens postes connus de James Lee
| Sociétés | Poste | Fin |
|---|---|---|
BNP Paribas Securities Corp.
 BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Corporate Officer/Principal | 01/01/2016 |
CMB Wing Lung Asset Management Ltd.
 CMB Wing Lung Asset Management Ltd. Investment ManagersFinance Part of China Merchants Bank Co., Ltd., CMB Wing Lung Asset Management Ltd. is a Chinese company that provides investment advice. The company is based in Hong Kong, Hong Kong. He Tai Sheng has been the CEO of the company since 2021. | Corporate Officer/Principal | 01/01/2014 |
| Lazard Freres & Co. LLC (Broker) | Corporate Officer/Principal | 01/01/2006 |
Formation de James Lee
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
BNP Paribas Securities Corp.
BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Finance |
CMB Wing Lung Asset Management Ltd.
CMB Wing Lung Asset Management Ltd. Investment ManagersFinance Part of China Merchants Bank Co., Ltd., CMB Wing Lung Asset Management Ltd. is a Chinese company that provides investment advice. The company is based in Hong Kong, Hong Kong. He Tai Sheng has been the CEO of the company since 2021. | Finance |
| Lazard Freres & Co. LLC (Broker) | Finance |
