Charlotte Keiko Teruya
Portfolio Manager-Equities at Lee Financial Group Hawaii, Inc.
Charlotte Keiko Teruya active positions
Companies | Position | Start | End |
---|---|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Portfolio Manager-Equities | 2014-03-31 | - |
Career history of Charlotte Keiko Teruya
Training of Charlotte Keiko Teruya
University of Hawai'i at Hilo | Graduate Degree |
Statistics
International
United States | 3 |
Operational
Portfolio Manager-Equities | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |