2005 -
now Senior Managing Director, Senior Portfolio Manager @
2000 -
2003 Vice President, Senior Equity Portfolio Manager, Institutional Equity Management @ Bank of New York
1993 -
1999 Senior Portfolio Manager @ Fort Washington Investment Advisors
1989 -
1993 Compass Capital Growth Fund Manager @ Mid-Lantic National Bank
1986 -
1989 Vice President @
1984 -
1986 Vice president @ National Community Bank
1982 -
1984 Account Executive - Stockbroker @
1981 -
1982 sales assistant @
John Lee Education
University of South Carolina
BA (Journalism)
1976
-
1981
Northern Highlands Regional High School
(High School graduate)
1972
-
1976
John Lee Skills
Portfolio Management
Equities
Mutual Funds
Investments
Financial Services
Bonds
Trading
Wealth Management
Asset Management
Start-ups
Investment Management
Investment Strategies
Credit
Financial Planning
Wealth Management Services
Management
Banking
Financial Analysis
Risk Management
Investment Advisory
Series 7
Sales
Microsoft Office
Public Speaking
Start Ups
John Lee Summary
John Lee, based in New York, NY, US, is currently a Senior Managing Director, Senior Portfolio Manager at Peapack-Gladstone Bank. John Lee brings experience from previous roles at Bank of New York, Fort Washington Investment Advisors, Mid-Lantic National Bank and First Fidelity Bank. John Lee holds a 1976 - 1981 BA in Journalism @ University of South Carolina. With a robust skill set that includes Portfolio Management, Equities, Mutual Funds, Investments, Financial Services and more. John Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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