Profile
Mr. Cory M.
Nakamura, CFA, is a Portfolio Manager at Lee Financial Group, Inc. He joined Lee Financial Group in 2003.
He currently serves as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology.
Mr. Nakamura is also a Certified Financial Planner Professional, assisting clients with various aspects of wealth management.
He is a series 6, 7, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer.
He currently serves as the Immediate Past President of the Shidler College of Business Alumni Association, and a board of director on the University's Alumni board.
He is also active in the Financial Planning Association as a board of director with the Honolulu chapter.
Mr. Nakamura earned his B.A. in Finance from the Shidler College of Business at the University of Hawaii at Manoa.
He is also a guest speaker to the undergraduate program on fund manager selection and career paths in finance.
He is a CFA charter holder and a member of the CFA Hawaii chapter.
Former positions of Cory Michael Nakamura
| Companies | Position | End |
|---|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Investment Committee Member | 2013-04-30 |
Training of Cory Michael Nakamura
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
University of Hawai'i at Manoa
University of Hawai'i at Manoa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance LFG invests in companies located in Hawaii. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Finance |
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