Ryam S. Lee
Analyst-Equity at Fuller & Thaler Asset Management, Inc.
Profile
Mr. Ryam S.
Lee, CFA, is an Associate Portfolio Manager at Fuller & Thaler Asset Management, Inc. He is an analyst on the Mid-Cap Value and Small-Cap Value strategies.
He has been with the firm since 2017 and has been in the financial industry since 2008.
Prior to joining Fuller & Thaler, he was an analyst at McCarthy Capital.
Previously, he worked in corporate development at a commodity management firm and business valuation at an independent valuation firm.
Mr. Lee received both his BA (honors) in Economics & Finance and MS in Finance from Creighton University, and an MBA in Accounting, Economics, and Finance from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Ryam S. Lee active positions
| Companies | Position | Start |
|---|---|---|
Fuller & Thaler Asset Management, Inc.
 Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Analyst-Equity | 2016-12-31 |
Former positions of Ryam S. Lee
| Companies | Position | End |
|---|---|---|
McCarthy Capital Corp.
 McCarthy Capital Corp. Investment ManagersFinance McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska. | Private Equity Analyst | - |
Training of Ryam S. Lee
| The University of Chicago Booth School of Business | Masters Business Admin |
| Creighton University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
McCarthy Capital Corp.
McCarthy Capital Corp. Investment ManagersFinance McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska. | Finance |
Fuller & Thaler Asset Management, Inc.
Fuller & Thaler Asset Management, Inc. Investment ManagersFinance Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs. | Finance |
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