Lee Samson Email & Phone Number
Partner @ Lindbrook Capital, LLC
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Lee Samson Location
- United States
Lee Samson Work
- Partner @ (November 2021 - Present)
- Managing Director - Private Wealth Management @ (February 2019 - November 2021)
- Senior Vice President - Wealth Management, Senior Portfolio Manager @ (February 2007 - February 2019)
- Senior Vice President @ CIBC Oppenheimer (February 2001 - January 2007)
- Financial Advisor @ (February 1995 - February 2001)
Lee Samson Education
- University of Maryland
Bachelors (Finance)
1990-1994
Lee Samson Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Microsoft Excel
- Fixed Income
- Services
- Strategy
- Financial Services
- Equities
- Mutual Funds
- Series 7
- Risk Management
- Asset Allocation
- Financial Planning
Lee Samson Summary
- Lee Samson, based in United States, is currently a Partner at Lindbrook Capital. Lee Samson brings experience from previous roles at UBS, UBS Financial Services, CIBC Oppenheimer and Advest, Inc.. Lee Samson holds a 1990 - 1994 Bachelors in Finance @ University of Maryland. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Financial Modeling, Capital Markets and more. Lee Samson has 1 emails and 2 mobile phone numbers on RocketReach.
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