Michael Lee
Comptroller/Controller/Auditor at REALTY INCOME CORPORATION
Profile
Mr. Michael Lee, CFA, is a General Partner & Chief Investment Officer at Carl Marks Management Co. LLC and a Tax Director & Vice President at Realty Income Corp.
He joined Carl Marks Management in 2012.
Prior to joining Carl Marks Management, Mr. Lee was a vice president at Whippoorwill Associates, an alternative asset manager focused on middle market credit.
Mr. Lee began his career at KPMG as a forensic accounting associate.
Following KPMG, he joined Citigroup as an analyst in the Global Portfolio Management group, where he helped to manage a corporate loan portfolio for companies in the consumer and healthcare industries.
He received a BA in Business-Economics from the University of California, Los Angeles and is a CFA charterholder.
Michael Lee active positions
| Companies | Position | Start |
|---|---|---|
| REALTY INCOME CORPORATION | Comptroller/Controller/Auditor | - |
Carl Marks Management Co. LLC
 Carl Marks Management Co. LLC Investment ManagersFinance Carl Marks Management Co. LLC (CMMC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Boas in 1987 as Carl Marks Management Co. LLP and converted into LLC in 2006. CMMC provides portfolio management services to three private investment partnerships. | Chief Investment Officer | - |
Former positions of Michael Lee
| Companies | Position | End |
|---|---|---|
American Healthcare Investors LLC
 American Healthcare Investors LLC Financial ConglomeratesFinance American Healthcare Investors LLC is a real estate investment firm that specializes in the acquisition and management of healthcare-related real estate. It acquires a diversified portfolio of healthcare-related assets focused primarily on medical office buildings, senior housing facilities, hospitals, and skilled nursing facilities. The company was founded by Jeff Hanson, Danny Prosky, and Matt Streiff in 2011 and is headquartered in Irvine, CA. | Comptroller/Controller/Auditor | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The private company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Citigroup Capital Markets, Inc.
 Citigroup Capital Markets, Inc. Investment ManagersFinance Part of Citigroup, Inc., Citigroup Capital Markets, Inc. provides financial advisory services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Whippoorwill Associates, Inc.
 Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill Associates, Inc. (Whippoorwill) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in White Plains, New York. The firm was founded by Shelley Greenhaus in 1990. Whippoorwill manages private investment funds and separately managed accounts for a large institutional investor. | Portfolio Manager-Equities | 30/12/2010 |
Training of Michael Lee
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| REALTY INCOME CORPORATION | Finance |
| Private companies | 5 |
|---|---|
Carl Marks Management Co. LLC
Carl Marks Management Co. LLC Investment ManagersFinance Carl Marks Management Co. LLC (CMMC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Andrew Boas in 1987 as Carl Marks Management Co. LLP and converted into LLC in 2006. CMMC provides portfolio management services to three private investment partnerships. | Finance |
Whippoorwill Associates, Inc.
Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill Associates, Inc. (Whippoorwill) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in White Plains, New York. The firm was founded by Shelley Greenhaus in 1990. Whippoorwill manages private investment funds and separately managed accounts for a large institutional investor. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The private company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
Citigroup Capital Markets, Inc.
Citigroup Capital Markets, Inc. Investment ManagersFinance Part of Citigroup, Inc., Citigroup Capital Markets, Inc. provides financial advisory services. The private company is based in New York, NY. | Finance |
American Healthcare Investors LLC
American Healthcare Investors LLC Financial ConglomeratesFinance American Healthcare Investors LLC is a real estate investment firm that specializes in the acquisition and management of healthcare-related real estate. It acquires a diversified portfolio of healthcare-related assets focused primarily on medical office buildings, senior housing facilities, hospitals, and skilled nursing facilities. The company was founded by Jeff Hanson, Danny Prosky, and Matt Streiff in 2011 and is headquartered in Irvine, CA. | Finance |
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