David Lee's Location
California, United States
David Lee's Work
- Chief Investment Officer @ Taylor Investment Advisory Group
- Executive Vice President, Portfolio Manager @ Taylor Investment Advisory Group
- Founder @ AI based portfolio management support system
- Managing Director @ LPL Financial
- Global Wealth Management Sr. Financial Advisor Portfolio Manager @ Merrill Lynch
- Private Wealth Manager @ Morgan Stanley
- Managing General Partner @ Venture Source Group LLC
David Lee's Education
- Stanford University
Continuing Studies (Business & Economics)
2008 - 2010 - San Francisco State University
MBA (Finance)
2001 - 2003
David Lee's Skills
- Alternative Investments
- Interior Design
- Financial Advisory
- Strategic Partnerships
- Social Housing Design
- Corporate Finance
- Valuation
- Masterplanning
- Financial Planning
- Start Ups
David Lee's Summary
David Lee, based in California, United States, is currently a Chief Investment Officer at Taylor Investment Advisory Group, bringing experience from previous roles at Taylor Investment Advisory Group, AI based portfolio management support system, LPL Financial and Merrill Lynch. David Lee holds a 2008 - 2010 Continuing Studies in Business & Economics @ Stanford University. With a robust skill set that includes Alternative Investments, Interior Design, Financial Advisory, Strategic Partnerships, Social Housing Design and more, David Lee contributes valuable insights to the industry. David Lee has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the David Lee you were looking for?
Find contact details for 700 million professionals.
Others Named David Lee
-
55+
-
45+
-
12
-
5+4
-
43
-
25
-
1
-
35+
-
34
People Like David Lee
-
11
-
25+
-
ViewEdward Ryan
Vice President Acqusitions at Wafra Investment Advisory Group
New York, New York, United States15+ -
25+
-
12
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
