![Cory Michael Nakamura](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Cory M.
Nakamura, CFA, is a Portfolio Manager at Lee Financial Group, Inc. He joined Lee Financial Group in 2003.
He currently serves as the Investment Committee Chair working in aspects of the firm's investment activities including development of capital markets expectations and asset allocation, manager selection and monitoring, and portfolio construction methodology.
Mr. Nakamura is also a Certified Financial Planner Professional, assisting clients with various aspects of wealth management.
He is a series 6, 7, 63, and 65 FINRA registered representative, and a state of Hawaii Life and Health Insurance producer.
He currently serves as the Immediate Past President of the Shidler College of Business Alumni Association, and a board of director on the University's Alumni board.
He is also active in the Financial Planning Association as a board of director with the Honolulu chapter.
Mr. Nakamura earned his B.A.
in Finance from the Shidler College of Business at the University of Hawaii at Manoa.
He is also a guest speaker to the undergraduate program on fund manager selection and career paths in finance.
He is a CFA charter holder and a member of the CFA Hawaii chapter.
Former positions of Cory Michael Nakamura
Companies | Position | End |
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Lee Financial Group Hawaii, Inc.
![]() Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Investment Committee Member | 30/04/2013 |
Training of Cory Michael Nakamura
University of Hawai'i at Manoa | Undergraduate Degree |
Experiences
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Private companies
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1st degree companies
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Private companies | 1 |
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Lee Financial Group Hawaii, Inc.
![]() Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |
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