Profile
Nancy Markelz Gatens worked as a Senior Portfolio Manager at Lee Financial Co. LLC.
She received an undergraduate degree from Knox College in 1982 and an MBA from Kelley School of Business in 1984.
Former positions of Nancy Markelz Gatens
Companies | Position | End |
---|---|---|
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. | Portfolio Manager-Equities | - |
Training of Nancy Markelz Gatens
Knox College | Undergraduate Degree |
Kelley School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Nancy Markelz Gatens