Career history of Jonathan Lii
Former positions of Jonathan Lii
Companies | Position | Start | End |
---|---|---|---|
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 | 2010-12-13 | 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 | 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 | 2008-09-29 |
Massachusetts Institute of Technology | Corporate Officer/Principal | 2005-12-31 | - |
Undergraduate Degree | 2005-12-31 | 2005-12-31 |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 3 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 5 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
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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