Profile
Mr. Jonathan Lii is an Associate Analyst at UBS Securities LLC.
Mr. Lii was previously employed as Investment Analyst by Orion Capital Management, Inc. and an Associate by Lehman Brothers, Inc.
Mr. Jonathan Lii received his undergraduate degree from the Massachusetts Institute of Technology Corp.
Former positions of Jonathan Lii
Companies | Position | End |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Analyst-Equity | 2011-05-30 |
Orion Capital Management, Inc.
Orion Capital Management, Inc. Investment ManagersFinance Founded in 1991, Orion Capital Management, Inc. is a registered investment advisor located in Winnetka, Illinois. The firm is a subsidiary of Savant Capital LLC, itself a subsidiary of SCMI, Inc. Orion Capital provides clients with a range of investment advisory services through their investment which include Discretionary Portfolio Management, Orion Managed Bond Account, Sub-Advisory Services, Advisory Consulting Services, and Pension Consulting Services. Their clients include individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.^ | Analyst-Equity | 2010-02-28 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 2008-09-29 |
Massachusetts Institute of Technology | Corporate Officer/Principal | - |
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Private companies | 3 |
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UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Orion Capital Management, Inc.
Orion Capital Management, Inc. Investment ManagersFinance Founded in 1991, Orion Capital Management, Inc. is a registered investment advisor located in Winnetka, Illinois. The firm is a subsidiary of Savant Capital LLC, itself a subsidiary of SCMI, Inc. Orion Capital provides clients with a range of investment advisory services through their investment which include Discretionary Portfolio Management, Orion Managed Bond Account, Sub-Advisory Services, Advisory Consulting Services, and Pension Consulting Services. Their clients include individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.^ | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
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