Eugene Lee
Profile
Eugene Lee worked as a Senior Portfolio Manager at Champion Capital Research, Inc. and as a Principal at American Express Co., US Fiduciary, Inc., and U.S.
Bank, NA.
He received an undergraduate degree from the University of Michigan and an MBA from The University of Chicago Booth School of Business.
Former positions of Eugene Lee
| Companies | Position | End |
|---|---|---|
US Fiduciary, Inc.
 US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Corporate Officer/Principal | - |
U.S. Bank, NA (St. Louis, Missouri)
 U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance U.S. Bank is a subsidiary of U.S. Bancorp (NYSE: USB). They are headquartered in St. Louis, Missouri. | Corporate Officer/Principal | - |
| AMERICAN EXPRESS COMPANY | Corporate Officer/Principal | - |
Champion Capital Research, Inc.
 Champion Capital Research, Inc. Investment ManagersFinance Champion Capital Research, Inc. (CCR) is an employee-owned, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Dr. Mary Kathryn Campion in 2003. CCR provides research and investment advisory services and fiduciary assessments to pension plans, profit-sharing plans, high net-worth individuals, trusts and trust departments, foundations, and other registered investment advisory companies. | Portfolio Manager-Equities | - |
Training of Eugene Lee
| University of Michigan | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| AMERICAN EXPRESS COMPANY | Finance |
| Private companies | 3 |
|---|---|
US Fiduciary, Inc.
US Fiduciary, Inc. Investment Banks/BrokersFinance Founded in 2003 by Steven Graubart, US Fiduciary, Inc. is a financial services firm located in Houston, Texas. The firm serves high-end independent financial advisors and their high net-worth and institutional clients. They provide a range of services including managed accounts, broker/dealer services, RIA and alternative investments. Their products include managed accounts, mutual fund and ETF model portfolios and advisor managed portfolios. The firm also provides asset allocation modeling and research, brokerage services and portfolio administration performance reporting services. US Fiduciary has strategic partnerships with RogersCasey, Frontier Asset Management and Greenrock Research. | Finance |
U.S. Bank, NA (St. Louis, Missouri)
U.S. Bank, NA (St. Louis, Missouri) Investment ManagersFinance U.S. Bank is a subsidiary of U.S. Bancorp (NYSE: USB). They are headquartered in St. Louis, Missouri. | Finance |
Champion Capital Research, Inc.
Champion Capital Research, Inc. Investment ManagersFinance Champion Capital Research, Inc. (CCR) is an employee-owned, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Dr. Mary Kathryn Campion in 2003. CCR provides research and investment advisory services and fiduciary assessments to pension plans, profit-sharing plans, high net-worth individuals, trusts and trust departments, foundations, and other registered investment advisory companies. | Finance |
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