Lee Harriss Roberts
Fondateur chez Curi Wealth Management LLC
Profil
Lee Harriss Roberts is the founder of Curi Wealth Management LLC.
He currently holds the position of Director at the Duke Alumni Association, Sanford School of Public Policy, and Community Investment Corp.
of the Carolinas.
Previously, he served as Managing Director at Piedmont Community Bank Holdings, Inc. and Cherokee Investment Partners LLC from 2006 to 2008.
He also held the role of Chief Operating Officer at VantageSouth Bancshares, Inc. and VantageSouth Bank (Cary, North Carolina).
Additionally, he worked as a Principal at Morgan Stanley & Co. LLC from 1997 to 2005.
Furthermore, he served as a Trustee at Ravenscroft School, Inc. Mr. Roberts completed his undergraduate degree at Duke University and his graduate degree at Georgetown University.
Postes actifs de Lee Harriss Roberts
| Sociétés | Poste | Début |
|---|---|---|
| Sanford School of Public Policy | Directeur/Membre du Conseil | - |
| Duke Alumni Association | Directeur/Membre du Conseil | - |
| Community Investment Corp. of the Carolinas | Directeur/Membre du Conseil | - |
Curi Wealth Management LLC
 Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Fondateur | - |
Anciens postes connus de Lee Harriss Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Cherokee Investment Partners LLC
 Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh. | Private Equity Investor | 31/12/2008 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/12/2005 |
Ravenscroft School, Inc.
 Ravenscroft School, Inc. Other Consumer ServicesConsumer Services Ravenscroft School, Inc. provides educational services. It offers pre-kindergarten through 12th grade, and is divided into three divisions: lower school, middle school, and upper school. The company was founded in 1862 and is headquartered in Raleigh, NC. | Directeur/Membre du Conseil | - |
Piedmont Community Bank Holdings, Inc.
 Piedmont Community Bank Holdings, Inc. Financial ConglomeratesFinance Piedmont Community Bank Holdings, Inc. operates as a bank holding company. It was established to build a strong community banking franchise across the Carolinas and Virginia. It offers personal and commercial banking services through its subsidiaries. Piedmont also controls VantageSouth Bank, a community bank based in Burlington, NC. The company was founded in 2009 by Adam Abram and Scott Custer and is headquartered in Raleigh, NC. | Corporate Officer/Principal | - |
VantageSouth Bank (Cary, North Carolina)
 VantageSouth Bank (Cary, North Carolina) Regional BanksFinance Crescent State Bank is a wholly owned subsidiary of Crescent Financial Bancshares. The bank operates 15 full-service banking offices in the communities of Cary (2), Apex, Clayton, Garner, Holly Springs, Sanford, Southern Pines, Pinehurst, Raleigh (3), Knightdale and Wilmington (2), North Carolina. Founded and headquartered in Cary, NC, they pride themselves on being able to provide fast, local decision-making and quality customer service to each of their customers. Their bankers are hand-picked members of the community with strong banking backgrounds. Through one's expertise they are able to help their customers make sound financial decisions. | Directeur des opérations | - |
Formation de Lee Harriss Roberts
| Duke University | Undergraduate Degree |
| Georgetown University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Cherokee Investment Partners LLC
Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
VantageSouth Bancshares, Inc.
 VantageSouth Bancshares, Inc. Regional BanksFinance VantageSouth Bancshares, Inc. is a bank holding company, which engages in the management and operation of banks. It offers checking and savings account, lending, business and consumer credit cards, and mortgage lending for businesses and individual customers through VantageSouth Bank. The company was founded on April 27, 2001 and is headquartered in Raleigh, NC. | Finance |
VantageSouth Bank (Cary, North Carolina)
VantageSouth Bank (Cary, North Carolina) Regional BanksFinance Crescent State Bank is a wholly owned subsidiary of Crescent Financial Bancshares. The bank operates 15 full-service banking offices in the communities of Cary (2), Apex, Clayton, Garner, Holly Springs, Sanford, Southern Pines, Pinehurst, Raleigh (3), Knightdale and Wilmington (2), North Carolina. Founded and headquartered in Cary, NC, they pride themselves on being able to provide fast, local decision-making and quality customer service to each of their customers. Their bankers are hand-picked members of the community with strong banking backgrounds. Through one's expertise they are able to help their customers make sound financial decisions. | Finance |
Piedmont Community Bank Holdings, Inc.
Piedmont Community Bank Holdings, Inc. Financial ConglomeratesFinance Piedmont Community Bank Holdings, Inc. operates as a bank holding company. It was established to build a strong community banking franchise across the Carolinas and Virginia. It offers personal and commercial banking services through its subsidiaries. Piedmont also controls VantageSouth Bank, a community bank based in Burlington, NC. The company was founded in 2009 by Adam Abram and Scott Custer and is headquartered in Raleigh, NC. | Finance |
| Duke Alumni Association | |
| Community Investment Corp. of the Carolinas | |
Ravenscroft School, Inc.
Ravenscroft School, Inc. Other Consumer ServicesConsumer Services Ravenscroft School, Inc. provides educational services. It offers pre-kindergarten through 12th grade, and is divided into three divisions: lower school, middle school, and upper school. The company was founded in 1862 and is headquartered in Raleigh, NC. | Consumer Services |
Curi Wealth Management LLC
Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Finance |
