Profile
Ms. Jiwon Lee, CFA MBA, is Portfolio Manager & Analyst at Princeton Capital Management, Inc. She joined the firm in 2015.
Her career has been in analysis, serving as a senior technology and industrials analyst at Sidoti & Co., at TIAA-CREF
Prior to joining in the electronics industry at Samsung Electronics, she has worked in Asia, Europe, and America and speaks several languages.
Ms. Lee received her BS in Biochemistry from Yonsei University in Seoul, Korea, and earned her MBA in Finance from the University of Rochester.
She is a Certified Financial Analyst (CFA) charterholder
Former positions of Jiwon Lee
| Companies | Position | End |
|---|---|---|
Princeton Capital Management, Inc.
 Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Analyst-Equity | 30/12/2017 |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Analyst-Equity | 30/04/2014 |
Training of Jiwon Lee
| Rochester Christian University | Masters Business Admin |
| Yonsei University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Finance |
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Finance |
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