Career history of Matthew R. Lee
Former positions of Matthew R. Lee
Companies | Position | Start | End |
---|---|---|---|
The Independent Financial Group
The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Corporate Officer/Principal | 2007-04-30 | - |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 2004-08-31 | - |
Private Wealth Management Group
Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Corporate Officer/Principal | - | - |
Presidio Capital Investments LLC
Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Chief Executive Officer | 2006-10-31 | - |
Founder | 2010-12-28 | - | |
Portfolio Manager-Equities | 2010-12-28 | - | |
Portfolio Manager-Fixed Income | 2010-12-28 | - | |
President | 2010-12-28 | - | |
Sales & Marketing | 2010-12-29 | - |
Training of Matthew R. Lee
Santa Clara University | Graduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Presidio Capital Investments LLC
Presidio Capital Investments LLC Investment ManagersFinance Founded in 2006 by Matthew Lee, Presidio Capital Investments LLC is a registered investment advisor located in San Mateo, California. The firm manages private account portfolios for individuals and institutions and also serves as the advisor to the Presidio Multi-Strategy Fund (PMSFX), a globally-diversified, multi-strategy mutual fund, and as the General Partner to the Presidio Global Opportunities Fund LP, a hedge fund. The Presidio Multi-Strategy Fund is distributed by Raleigh, North Carolina-based Capital Investment Group, Inc. a member of FINRA and the SIPC. There is no affiliation between Presidio Capital Investments LLC, including the firm's principals, and Capital Investment Group, Inc. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
Private Wealth Management Group
Private Wealth Management Group Investment ManagersFinance Private Wealth Management Group provides financial advisory services. The company is headquartered in Hershey, PA. | Finance |
The Independent Financial Group
The Independent Financial Group Investment ManagersFinance The Independent Financial Group provides investment advisory services. It offers budgeting and cash flow analysis, consulting on current and post-career business interests, including transition strategies. The company was founded in 1991 and is headquartered in Simi Valley, CA. | Finance |
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