Chip Lee Email & Phone Number
Managing Director, Senior Portfolio Manager @ Fiduciary Trust International
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Chip Lee Location
- Wayne, PA, US
Chip Lee Work
- 2012 - now Managing Director, Senior Portfolio Manager @
- 2012 - 2023 Senior Vice President @
- 2000 - 2012 Vice President @
- 1997 - 2000 Vice President @
- 1995 - 1997 Vice President @ Wolf Webb Burke and Campbell
Chip Lee Education
- Bucknell University
Bachelor of Arts (B.A.) (Psychology)
- Chestnut Hill Academy
Chip Lee Skills
- Wealth Management
- Portfolio Management
- Estate Planning
- Retirement Planning
- Investments
- Securities
- Equities
- Asset Managment
- Fixed Income
- Asset Allocation
- Series 7
- Business Development
- Alternative Investments
- Multi-generational wealth transfer
- Strategic Financial Planning
- Asset Management
- Private Equity
- Financial Modeling
- Corporate Finance
- Investment Management
- Due Diligence
- Mergers & Acquisitions
- Cash Management
- Relationship Management
- Hedge Funds
- Wealth Management Services
- Series 65
- Trust Services
- Wealth
- Valuation
- Investment Strategies
- Investment Banking
- Finance
- Capital Markets
- Risk Management
- Financial Analysis
- Venture Capital
- Equity Research
- Trading
- Financial Services
- Financial Advisory
- Series 63
- Bloomberg
- Mutual Funds
- Leveraged Finance
- Investment Advisory
- ETFs
- High Net Worth Individuals
- Estate Tax Planning
- Banking
- Microsoft Excel
- Process Improvement
- Multi Generational Wealth Transfer
- Microsoft Office
- Mergers and Acquisitions
- Sales
- Marketing
Chip Lee Summary
- Chip Lee, based in Wayne, PA, US, is currently a Managing Director, Senior Portfolio Manager at Fiduciary Trust International. Chip Lee brings experience from previous roles at Pennsylvania Trust, Brown Brothers Harriman, Rorer Asset Management and Wolf Webb Burke and Campbell. Chip Lee holds a Bachelor of Arts (B.A.) in Psychology @ Bucknell University. With a robust skill set that includes Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Investments and more. Chip Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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