Profil
Mr. Matthew R.
Lee is Founder, President & Chief Executive Officer at Presidio Capital Investments LLC.
He founded the firm in November 2006.
Mr. Lee began his investment career at Smith Barney, a division of Citigroup Global Markets, Inc. (now known as Morgan Stanley Smith Barney), as a Financial Advisor and Financial Planning Specialist.
He was a member of a Private Wealth Management group that managed over $1 billion in assets, where he focused on meeting the comprehensive financial planning needs of the group's clients by developing customized, goal-oriented financial strategies as part of the team's unique approach to wealth management.
Mr. Lee later served as a registered representative at Independent Financial Group (IFG), focusing on wealth management planning for individuals and families.
He currently serves on the Board of Trustees for The Governor's Academy - the oldest boarding school in the nation.
Mr. Lee received a BSc in Finance from Santa Clara University in 2004.
Anciens postes connus de Matthew R. Lee
| Sociétés | Poste | Fin |
|---|---|---|
The Independent Financial Group
 The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Private Wealth Management Group
 Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Corporate Officer/Principal | - |
Presidio Capital Investments LLC
 Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Directeur Général | - |
Formation de Matthew R. Lee
| Santa Clara University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Presidio Capital Investments LLC
Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Finance |
Private Wealth Management Group
Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Finance |
The Independent Financial Group
The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Finance |
