Profile
Mr. James Lee is a Portfolio Manager at Lau Associates LLC.
Prior to joining Lau Associates LLC in 1998, he was a member of the Advanced Planner Group at American Express Financial Advisors.
Mr. Lee received his undergraduate degree in Economics from the College of William and Mary in 1991.
Former positions of James Lee
| Companies | Position | End |
|---|---|---|
Lau Associates LLC
 Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Analyst-Equity | 30/03/2011 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Finance |
- Stock Market
- Insiders
- James Lee
