Lee Robertson
Directeur/Membre du Conseil chez Morning Sun Farm Implement, Inc.
Profil
Mr. Lee Robertson, CFA MBA, is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
As a Portfolio Manager, his primary responsibilities are overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients.
He is on the Board of Directors at Morning Sun Farm Implement, Inc.
Mr. Robertson entered the financial services industry in 1985 and joined Scudder, Stevens & Clark (a predecessor firm of 1919 Investment) in 1990.
Prior to joining the firm, he worked in the banking and consulting industries for ten years.
He earned a B.A.
in Economics from Southern Methodist University and an M.B.A.
in Finance from Wharton.
He is a CFA charter holder and a member of the New York Society of Securities Analysts.
Postes actifs de Lee Robertson
| Sociétés | Poste | Début |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Gestionnaire de Portefeuille-Actions | 01/01/2005 |
Morning Sun Farm Implement, Inc.
 Morning Sun Farm Implement, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Morning Sun Farm Implement, Inc. sells and services lawn and garden equipment. It offers a variety of brands of equipment including; Massey Ferguson, Kubota, Land Pride, Brent, and Westfield. The company was founded in 1989 and is headquartered in Morning Sun, IA. | Directeur/Membre du Conseil | - |
Anciens postes connus de Lee Robertson
| Sociétés | Poste | Fin |
|---|---|---|
| Scudder Stevens & Clark Inc | Corporate Officer/Principal | - |
Formation de Lee Robertson
| Southern Methodist University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
| Scudder Stevens & Clark Inc | Finance |
Morning Sun Farm Implement, Inc.
Morning Sun Farm Implement, Inc. Trucks/Construction/Farm MachineryProducer Manufacturing Morning Sun Farm Implement, Inc. sells and services lawn and garden equipment. It offers a variety of brands of equipment including; Massey Ferguson, Kubota, Land Pride, Brent, and Westfield. The company was founded in 1989 and is headquartered in Morning Sun, IA. | Producer Manufacturing |
