Profil
Mr. Phillip Lee is a Head of Surveyor Capital at Surveyor Capital Ltd. He was named Deputy Head of Surveyor Capital U.S.
in 2021 and is a member of Citadel’s Portfolio Committee.
Prior to joining Citadel, he served as a Senior Analyst at Cadian Capital.
He started his career as an Analyst in the Technology Investment Banking division at Morgan Stanley.
He holds a bachelor’s degree in Economics from Dartmouth College and an MBA from the Stanford Graduate School of Business.
Postes actifs de Phillip Lee
| Sociétés | Poste | Début |
|---|---|---|
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Corporate Officer/Principal | 01/01/2021 |
Formation de Phillip Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Miscellaneous |
















