Michael Lee

Chief Investment Officer at

Carl Marks Management Co. LLC

Finance

Commercial Services

Consumer Services

Profile

Michael Lee is currently General Partner & Chief Investment Officer at Carl Marks Management Co. LLC since 2012.
Former positions include Tax Director & Vice President at Realty Income Corp., Vice President at Whippoorwill Associates, Inc. in 2010, Principal at KPMG, Inc., Principal at Citigroup Capital Markets, Inc., and Vice President-Tax at American Healthcare Investors LLC.
Education includes undergraduate studies at the University of California, Los Angeles.

Michael Lee active positions

Companies	Position	Start
Carl Marks Management Co. LLC Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities.	Chief Investment Officer	-

All active positions of Michael Lee

Former positions of Michael Lee

Companies	Position	End
REALTY INCOME CORPORATION	Comptroller/Controller/Auditor	29/02/2024
American Healthcare Investors LLC American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate	Comptroller/Controller/Auditor	-
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Corporate Officer/Principal	-
Citigroup Capital Markets, Inc. Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services	Corporate Officer/Principal	-
Whippoorwill Associates, Inc. Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies.	Portfolio Manager-Equities	30/12/2010

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Linked companies

Private companies	7
Realty Income Corp. Realty Income Corp. Real Estate Investment TrustsFinance Operates as a real estate investment trust which invests in retail and commercial properties	Finance
Carl Marks Management Co. LLC Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities.	Finance
Whippoorwill Associates, Inc. Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies.	Finance
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Commercial Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Capital Markets, Inc. Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services	Finance
American Healthcare Investors LLC American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate	Finance