Profile
Mr. Samuel Lee, CFA, is a Principal & Portfolio Manager at Interward Asset Management Ltd.
Mr. Lee was previously employed as an Economist at BMO Capital Markets Corp.
and a Research Analyst at Taurus Capital Markets and UBS.
He received his BA (Hons) in Economics from the University of Western Ontario and his MA in Economics from York University.
Former positions of Samuel Lee
| Companies | Position | End |
|---|---|---|
Interward Asset Management Ltd.
 Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Analyst-Equity | 2015-12-31 |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Corporate Officer/Principal | - |
Training of Samuel Lee
| University of Western Ontario | Undergraduate Degree |
| York 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 |
|---|---|
Interward Asset Management Ltd.
Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Finance |
BMO Capital Markets Corp.
BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Finance |
- Stock Market
- Insiders
- Samuel Lee
