Profile
Mr. Simon T.
Lee, CFA MBA, is Vice President & Assistant Portfolio Manager at Osterweis Capital Management, Inc. Mr. Lee is a principal of the firm and an Assistant Portfolio Manager for the fixed income strategy.
Prior to joining Osterweis Capital Management in 2008, he was a key member of the investment management team at Pacific Life Insurance Company, where he was actively involved in the credit default swap market for the high yield bond portfolio.
Prior to that, Mr. Lee was a Research Analyst with E.
F.
Hutton Life and Executive Life from 1980 to 1985.
Mr. Lee graduated from Loyola Marymount University with B.B.A.
and MBA.
He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Former positions of Simon T. Lee
| Companies | Position | End |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Portfolio Manager-Fixed Income | 14/05/2017 |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Corporate Officer/Principal | 30/12/2007 |
| Executive Life Insurance Co. | Corporate Officer/Principal | 30/12/1983 |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Portfolio Manager-Fixed Income | 31/05/2005 |
Training of Simon T. Lee
| Loyola Marymount University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
| Executive Life Insurance Co. | Finance |
Pacific Life Insurance Co.
Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Finance |
- Stock Market
- Insiders
- Simon T. Lee
