Profil
Mr. Timothy A.
Lee, CFA, is a Senior Credit Analyst at SVB Asset Management.
In this role, he researches and recommends fixed-income investments in the corporate, municipal, sovereign and securitized product sectors.
Before joining SVB, he researched and recommended investments for public pension plans at an investment consulting firm.
In addition, he was a senior member of the fixed-income markets practice at Bloomberg L.P., where his focus included macroeconomics and strategies in the interest rate, securitized products and credit sectors.
He began his career managing and structuring mortgage-backed securities.
Mr. Lee earned a master’s degree in economics and a bachelor’s degree with honors in international relations and economics from San Francisco State University.
Postes actifs de Tim Lee
| Sociétés | Poste | Début |
|---|---|---|
SVB Asset Management
 SVB Asset Management Investment ManagersFinance SVB Asset Management is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2002 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA). SVB Asset Management provides discretionary investment management services for corporate clients in the innovation economy, specifically in the technology and life science/healthcare industries. | Analyst-Fixed Income | 01/01/2012 |
Formation de Tim Lee
| San Francisco State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2002 and is a wholly-owned subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens BancShares, Inc. (NASDAQ: FCNCA). SVB Asset Management provides discretionary investment management services for corporate clients in the innovation economy, specifically in the technology and life science/healthcare industries. | Finance |
