Lee DeLorenzo
Chief Executive Officer at United Asset Strategies, Inc.
Network origin in Lee DeLorenzo first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.
10
| Private Company | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lee DeLorenzo via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Investment Managers | Portfolio Manager-Equities | |
| Stony Brook University | College/University | Undergraduate Degree | |
| Drew University | College/University | Undergraduate Degree | |
| State University of New York College at Cortland | College/University | Undergraduate Degree | |
| Dowling College | College/University | Masters Business Admin | |
| Adelphi University | College/University | Graduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Corporate Officer/Principal | |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
| State University of New York at Buffalo Law School | College/University | Undergraduate Degree | |
| State University of New York at Albany | College/University | Undergraduate Degree | |
Bessemer Investment Management LLC
 Bessemer Investment Management LLC Investment ManagersFinance Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions. | Investment Managers | Analyst-Equity | |
| Baruch College | College/University | Undergraduate Degree |
Statistics
International
| United States | 19 |
Sectoral
| Consumer Services | 12 |
| Finance | 8 |
| Commercial Services | 2 |
Operational
| Undergraduate Degree | 10 |
| Portfolio Manager-Equities | 8 |
| Corporate Officer/Principal | 7 |
| Market Strategist | 6 |
| Analyst-Equity | 5 |
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