Tom Lee active positions
| Companies | Position | Start | End |
|---|---|---|---|
Parametric Portfolio Associates LLC
 Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Analyst-Equity | 2012-12-30 | - |
| Chief Investment Officer | 2012-12-30 | - | |
| Investment Committee Member | 2012-12-30 | - | |
| Portfolio Manager-Equities | 2012-12-30 | - | |
| President | 2012-12-30 | - | |
| Market Strategist | 2012-12-30 | - | |
Parametric Risk Advisors LLC
 Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Corporate Officer/Principal | 2016-12-30 | - |
| Analyst-Equity | - | 2016-12-30 | |
| Investment Committee Member | - | 2016-12-30 | |
| Market Strategist | - | 2016-12-30 |
Career history of Tom Lee
Former positions of Tom Lee
| Companies | Position | Start | End |
|---|---|---|---|
The Clifton Group Investment Management Co.
 The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Analyst-Fixed Income | 2012-12-30 | 2012-12-30 |
| Portfolio Manager-Fixed Income | 2012-12-30 | 2012-12-30 | |
| Trading-Fixed Income | 2012-12-30 | 2012-12-30 |
Training of Tom Lee
| University of Minnesota | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 2 |
| Investment Committee Member | 2 |
| Market Strategist | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
The Clifton Group Investment Management Co.
The Clifton Group Investment Management Co. Investment ManagersFinance Founded in 1972, Parametric Clifton is a registered investment advisor located in Minneapolis, Minnesota. The firm is a division of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). They were formerly known as Clifton Group Investment Management Co. Parametric Clifton provides customized investment services to institutional investors. | Finance |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Finance |
Parametric Risk Advisors LLC
Parametric Risk Advisors LLC Investment ManagersFinance Founded in 2007 by Brad Berggren, Parametric Risk Advisors LLC is a registered investment advisor located in Westport, Connecticut. They are a subsidiary of Parametric Portfolio Associates LLC and their ultimate parent is Eaton Vance Corp. (NYSE: EV). | Finance |
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