Lee Beck Email & Phone Number
President @ Forum Investment Group
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Lee Beck Location
- Boston, MA, US
Lee Beck Work
- Advisory Board Member @ (April 2025 - Present)
- President @ (June 2023 - Present)
- Managing Partner @ (April 2021 - July 2023)
- Managing Partner - Head of Strategy @ (May 2018 - April 2021)
- Managing Director - Head of Wealth Management Channel @ (February 2015 - February 2017)
- Managing Director - Head of Global Strategic Relationship Group, Head of Latin America and Mexico AM @ (February 2011 - January 2015)
- Senior Vice President, Corporate Partnerships @ (June 2001 - February 2011)
- Assistant Branch Manager @ (January 1998 - December 1999)
- Institutional Account Manager - Corporates and Governmental Entities @ (January 1995 - January 1998)
Lee Beck Education
- University of Denver - Daniels College of Business
Master of Business Administration - MBA
- University at Albany
Master of Arts - MA
- Harvard Kennedy School
Negotiation Strategy and Leadership Program - Executive Education
- State University of New York - System
Bachelor's degree
Lee Beck Skills
- Project Management
- Fixed-Income Investing
- Real Estate Private Equity
- Valuation
- Distribution
- Human Resource Planning
- Private Equity
- Dakota Marketplace
- Business Development
- Servant Leadership
- Cross-functional Team Leadership
- Driving Results
- Data Analytics
- Business Strategy
- Data Science
- Distribution Strategies
- Product Development
- Organizational Learning
- Strategic Partnerships
- Customer Relationship Management (CRM)
- Alternative Investments
- Asset Management
- Bloomberg
- Business Analysis
- Capital Markets
- Executive Management
- Investment Advisory
- Investment Management
- Investments
- Management
- Mergers & Acquisitions (M&A)
- Mutual Funds
- Negotiation
- Recruiting
- Securities
- Series 63
- Series 7
- Strategy
Lee Beck Summary
- Lee Beck, based in Boston, MA, US, is currently a President at Forum Investment Group. Lee Beck brings experience from previous roles at Concussion Legacy Foundation, North Advisory LLC, Kudu Investment Management, LLC. and BlackRock. Lee Beck holds a Master of Business Administration - MBA @ University of Denver - Daniels College of Business. With a robust skill set that includes Project Management, Fixed-Income Investing, Real Estate Private Equity, Valuation, Distribution and more. Lee Beck has 2 emails and 2 mobile phone numbers on RocketReach.
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