Career history of Samuel Lee
Former positions of Samuel Lee
| Companies | Position | Start | End |
|---|---|---|---|
Interward Asset Management Ltd.
 Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Analyst-Equity | 31/12/2004 | 31/12/2015 |
| Portfolio Manager-Equities | 31/12/2004 | 31/12/2015 | |
BMO Capital Markets Corp.
 BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Corporate Officer/Principal | - | - |
Training of Samuel Lee
| University of Western Ontario | Undergraduate Degree |
| York University | Graduate Degree |
Statistics
International
| Canada | 4 |
| United States | 2 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Interward Asset Management Ltd.
Interward Asset Management Ltd. Investment ManagersFinance Interward Asset Management, Ltd. (IAML) is a Canadian multi-family office headquartered in Toronto, Ontario. The firm was founded by Kim Ward in 1990. IAML serves a discrete number of high-net-worth clients focused on private and public equities. | Finance |
BMO Capital Markets Corp.
BMO Capital Markets Corp. Investment ManagersFinance BMO Capital Markets Corp. (BMOCMC) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1817 and is a direct, wholly-owned subsidiary of BMO Financial Corp., which is wholly-owned by Bank of Montreal (TSE: BMO, NYSE: BMO), a Canadian chartered bank. BMOCMC provides investment advisory and portfolio management services to institutional clients only. | Finance |
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