![Scott W. Lee](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Lee was previously with the Welch Group.
Prior to joining The Welch Group in 1999, he was a Research Analyst for one of the nation's largest asset management firms specializing in no-load funds, Markman Capital Management.
He was also instrumental at that firm in creating one of the first 'fund-of-funds' mutual funds in the country.
Mr. Lee earned a BS, with high distinction, from the University of North Dakota; an MS, with highest distinction, from the University of Minnesota; and an MBA from the University of Minnesota (St. Thomas.)
Mr. Lee has been widely quoted on investment topics in both the local and national press, including The Wall Street Journal, Barron's, Morningstar, Business Week, Money, Kiplinger's, Investment Advisor, Smart Money, Investor's Business Daily, Mutual Funds magazine, Birmingham Business Journal, and Ignites.
He also previously co-hosted a regional radio show with Stewart H.
Welch, III.
Mr. Lee has served on several institutional advisory boards for various respected mutual fund and asset management firms around the country.
He also serves as a director and the Chief Investment Officer for one of the larger private family foundations in the nation.
Anciens postes connus de Scott W. Lee
Sociétés | Poste | Fin |
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Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
The Welch Group LLC
![]() The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Directeur de Recherche - Fxd Inc | 31/07/2009 |
Formation de Scott W. Lee
University of North Dakota | Undergraduate Degree |
University of Minnesota | Graduate Degree |
Expériences
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Entreprise privées | 2 |
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The Welch Group LLC
![]() The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
Wade Financial Group, Inc.
![]() Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |