John Joseph Lee
Gestionnaire de Portefeuille-Actions chez Peapack-Gladstone Bank (Investment Management)
Profil
Mr. John J.
Lee is a Senior Managing Director & Portfolio Manager at Peapack-Gladstone Bank.
He currently leads the Domestic Equity Income Strategy team, hosts the firms' daily morning market overview and is involved in the management responsibility for accounts that are catering toward high net worth individuals, foundations and retirement areas.
He has been involved in the investment business since 1981, and has been on the "sell" and "buy" side of Wall Street.
Mr. Lee started his career at Merrill Lynch and subsequently moved on to Drexel Burnham Lambert where he completed all his sell side licenses.
He has managed a growth mutual fund for Compass Capital, where he attained Morningstar ratings, was part of the startup team for Fort Washington Investment Advisors in Cincinnati, Ohio.
He came to Peapack-Gladstone Bank in 2005 from The Bank of NY where he was a Senior Portfolio Manager in the Institutional Equity division.
He earned his B.A.
in Journalism from the University of South Carolina.
Postes actifs de John Joseph Lee
| Sociétés | Poste | Début |
|---|---|---|
Peapack-Gladstone Bank (Investment Management)
 Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Gestionnaire de Portefeuille-Actions | 01/02/2015 |
Anciens postes connus de John Joseph Lee
| Sociétés | Poste | Fin |
|---|---|---|
Fort Washington Investment Advisors, Inc.
 Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Corporate Officer/Principal | 31/12/1999 |
PNC Bank, NA
 PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | 30/06/1993 |
First Fidelity Bank (Oklahoma City, Oklahoma)
 First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Corporate Officer/Principal | 31/08/1989 |
National Community Banks, Inc.
 National Community Banks, Inc. Major BanksFinance National Community Banks, Inc. is a commercial banking company. The company is based in Woodland Park, NJ. National Community Banks was acquired by The Bank of New York Co., Inc. on August 12, 1993 for $588.61 million. | Corporate Officer/Principal | 31/03/1986 |
DBL Holdings LLC
 DBL Holdings LLC General GovernmentGovernment DBL Holdings LLC provides financial services. The private company is based in New York, NY. The company was founded by Ira Scott Greenspan. | Corporate Officer/Principal | 31/08/1984 |
Formation de John Joseph Lee
| University of South Carolina | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc. Investment ManagersFinance Fort Washington Investment Advisors, Inc. (Fort Washington) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1990 and formerly known as Columbus Fund Management, Inc. They are a wholly-owned subsidiary of Western & Southern Investment Holdings LLC and ultimately owned by Western & Southern Mutual Holding Co. The firm offers a wide range of investment solutions to a diverse set of clients and valued partners. Fort Washington is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI). | Finance |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Finance |
Peapack-Gladstone Bank (Investment Management)
Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. | Finance |
National Community Banks, Inc.
National Community Banks, Inc. Major BanksFinance National Community Banks, Inc. is a commercial banking company. The company is based in Woodland Park, NJ. National Community Banks was acquired by The Bank of New York Co., Inc. on August 12, 1993 for $588.61 million. | Finance |
First Fidelity Bank (Oklahoma City, Oklahoma)
First Fidelity Bank (Oklahoma City, Oklahoma) Regional BanksFinance First Fidelity Bank, financial security means having a relationship with professionals who make customer, and customer's financial goals, their top priority. Customer's banker is not only a trusted colleague, but customer's personal financial consultant. It believes banking means putting customers first. Though it has grown to 28 full-service locations, it is a growing community bank with a small bank attitude. Our growth provides the ability to compete with the largest banks in the country. Its established deposit base allows for flexibility in offering a complete financial option for both families and small-to mid-sized businesses. Its client-focused commitment makes First Fidelity Bank a strong, reliable partner in the communities it serves. As 2010 marks its 90th Anniversary, it proudly 7 continues its commitment to superior customer service, honest lending and community stewardship. Through its strong reputation, it works hard every day to out big the small banks and out small the big banks. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
DBL Holdings LLC
DBL Holdings LLC General GovernmentGovernment DBL Holdings LLC provides financial services. The private company is based in New York, NY. The company was founded by Ira Scott Greenspan. | Government |
