Chase Lee Email & Phone Number
Co-Founder @ Doxa Capital
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Chase Lee Location
- Charlotte, NC, US
Chase Lee Work
- 2015 -now Co-Founder @
- 2012 -2015 Associate PM @
- 2012 -2012 Portfolio Management Intern @ Oak Capital Management, LLC
- 2011 -2011 Analyst Intern @
Chase Lee Education
- NYU Stern School of Business
Certification in Advance Valuation
2017-2018 - College of Charleston
BS (Economics, Finance)
2008-2012 - Universidad de Málaga
(Economics, Spanish)
2011-2011
Chase Lee Skills
- Finance
- Financial Analysis
- Valuation
- Economics
- Investments
- Technical Analysis
- Asset Allocation
- Macroeconomics
- Corporate Finance
- Client Communication
- Forecasting
- Financial Modeling
- Organizational Leadership
- Client Relationship Building
- Options Strategies
- Microfinance
Chase Lee Summary
- Chase Lee, based in Charlotte, NC, US, is currently a Co-Founder at Doxa Capital. Chase Lee brings experience from previous roles at Morgan Stanley Wealth Management, Oak Capital Management, LLC and TIS Investments. Chase Lee holds a 2017 - 2018 Certification in Advance Valuation @ NYU Stern School of Business. With a robust skill set that includes Finance, Financial Analysis, Valuation, Economics, Investments and more. Chase Lee has 2 emails and 4 mobile phone numbers on RocketReach.
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