Profil
Philip Lee is currently the Chief Operations Officer & Portfolio Manager at AGF Investments LLC.
Previously, he worked as a Managing Director & Senior Portfolio Manager at ICC Capital Management, Inc., a Director of Development at Principia Capital Management ACVM Ltda., a Strategist at Platinum Grove Asset Management LP, and a Vice President at Goldman Sachs & Co. LLC.
Lee holds a doctorate degree from the University of Pennsylvania and undergraduate and graduate degrees from The Cooper Union for the Advancement of Science & Art.
Postes actifs de Phil Lee
| Sociétés | Poste | Début |
|---|---|---|
AGF Investments LLC
 AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Directeur des opérations | - |
Anciens postes connus de Phil Lee
| Sociétés | Poste | Fin |
|---|---|---|
ICC Capital Management, Inc.
 ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Analyst-Equity | 01/04/2015 |
Principia Capital Management ACVM Ltda.
 Principia Capital Management ACVM Ltda. Investment ManagersFinance Principia Capital Management ACVM Ltda. The private company is based in Sao Paulo, Brazil. provides investment advice. The Brazilian company was founded by Marcello Paixão. | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Analyst-Fixed Income | - |
Platinum Grove Asset Management LP
 Platinum Grove Asset Management LP Investment ManagersFinance Platinum Grove Asset Management LP is an independent hedge fund manager headquartered in Purchase, New York. The firm was founded by Myron S. Scholes in 1999 as Oak Hill Platinum Partners LLC. They manage assets of high net-worth clients. | Stratège de marché | - |
Formation de Phil Lee
| University of Pennsylvania | Doctorate Degree |
| The Cooper Union for the Advancement of Science & Art | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
AGF Investments LLC
AGF Investments LLC Investment ManagersFinance AGF Investments LLC (AGFUS), doing business as AGFIQ Asset Management, is a registered investment advisor headquartered in Boston, Massachusetts and was founded in 2009. The firm is a subsidiary of AGF Quantitative Advisors, Inc., which is ultimately held by AGF Management Ltd. (TSE: AGF.B). AGFUS provides investment advisory services to the AGFIQ family of ETFs on a discretionary basis and provides investment advisory services on a discretionary or non-discretionary basis to individuals, trusts, foundations, corporations, pension and/or profit-sharing programs and investment companies. | Finance |
Platinum Grove Asset Management LP
Platinum Grove Asset Management LP Investment ManagersFinance Platinum Grove Asset Management LP is an independent hedge fund manager headquartered in Purchase, New York. The firm was founded by Myron S. Scholes in 1999 as Oak Hill Platinum Partners LLC. They manage assets of high net-worth clients. | Finance |
Principia Capital Management ACVM Ltda.
Principia Capital Management ACVM Ltda. Investment ManagersFinance Principia Capital Management ACVM Ltda. The private company is based in Sao Paulo, Brazil. provides investment advice. The Brazilian company was founded by Marcello Paixão. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
ICC Capital Management, Inc.
ICC Capital Management, Inc. Investment ManagersFinance ICC Capital Management, Inc. is a registered investment advisor headquartered in Orlando, Florida. The firm was formed in 1995 when the owners separated from their prior organization, The Investment Counsel Co. ICC Capital is now a subsidiary of Highland Capital Management which acquired the firm in 2015. Their ultimate parent is Argent Financial Group. ICC Capital provides investment advisory services on a discretionary and non-discretionary basis for individuals, trust, foundations, corporations, pensions and/or profit sharing programs. | Finance |
