Marco Andres Rodriguez
Director of Research - Equity at Lee Financial Co. LLC
Profile
Marco Andres Rodriguez is currently the Director of Research at Lee Financial Co. LLC and a Research Analyst at Viriathus Research LLC.
Previously, he worked as the Director of Research & Senior Analyst at Stonegate Capital Markets, Inc from 2008 to 2022 and as a Research Analyst at ROTH Capital Partners LLC.
He obtained his undergraduate degree from American University.
Marco Andres Rodriguez active positions
Companies | Position | Start |
---|---|---|
Viriathus Research LLC
Viriathus Research LLC Investment ManagersFinance Viriathus Research LLC operates as an investment research firm. It offers investment banking services, exceptional and credible research, and merchant banking activities that develop and maintain institutional support. The company is headquartered in Miami, FL. | Analyst-Equity | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Director of Research - Equity | 31/08/2022 |
Former positions of Marco Andres Rodriguez
Companies | Position | End |
---|---|---|
Stonegate Capital Markets, Inc
Stonegate Capital Markets, Inc Investment Banks/BrokersFinance Founded in 1972, Stonegate Securities, Inc. is a broker/dealer located in Dallas, Texas. The firm specializes in raising capital and moving large blocks of stock for companies with market-caps of $25 million to $500 million. They focus particularly on high-quality, undervalued companies in high-growth industries that have low institutional ownership and little or no following among Wall Street analysts. Stonegate Securities seeks to connect small-cap companies with long-term, fundamental institutional investors. The firm is a member of the NASD and the SIPC. | Director of Research - Equity | 31/08/2022 |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Analyst-Equity | 31/12/2004 |
Training of Marco Andres Rodriguez
American University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Stonegate Capital Markets, Inc
Stonegate Capital Markets, Inc Investment Banks/BrokersFinance Founded in 1972, Stonegate Securities, Inc. is a broker/dealer located in Dallas, Texas. The firm specializes in raising capital and moving large blocks of stock for companies with market-caps of $25 million to $500 million. They focus particularly on high-quality, undervalued companies in high-growth industries that have low institutional ownership and little or no following among Wall Street analysts. Stonegate Securities seeks to connect small-cap companies with long-term, fundamental institutional investors. The firm is a member of the NASD and the SIPC. | Finance |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
ROTH Capital Partners LLC
ROTH Capital Partners LLC Investment Banks/BrokersFinance ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories. | Finance |
Viriathus Research LLC
Viriathus Research LLC Investment ManagersFinance Viriathus Research LLC operates as an investment research firm. It offers investment banking services, exceptional and credible research, and merchant banking activities that develop and maintain institutional support. The company is headquartered in Miami, FL. | Finance |
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