Career history of Scott W. Lee
Former positions of Scott W. Lee
| Companies | Position | Start | End |
|---|---|---|---|
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Portfolio Manager-Equities | 11/08/2009 | 29/04/2010 |
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Analyst-Equity | 31/01/1999 | 30/07/2009 |
| Analyst-Fixed Income | 31/01/1999 | 30/07/2009 | |
| Chief Investment Officer | 31/01/1999 | 30/07/2009 | |
| Director of Research - Fxd Inc | 31/01/1999 | 30/07/2009 | |
| Director of Research - Equity | 31/01/1999 | 30/07/2009 |
Training of Scott W. Lee
| University of North Dakota | Undergraduate Degree |
| University of Minnesota | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Founded in 1994, Wade Financial Group, Inc. is a registered investment advisor located in Minneapolis, Minnesota | Finance |
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