Sam Lee

Portföljförvaltare-Aktier på

Aspiriant LLC

Consumer Services

Commercial Services

Finance

Profil

Mr. Sam Lee is a Director in Investment Advisory & Partner at Aspiriant LLC.
He joined Aspiriant in 2003 as an Associate in Investment Advisory and has since worked his way up to a director and principal of the company.
He has provided investment advice to individuals, families and foundations for over 15 years.
Prior to joining Aspiriant, Mr. Lee worked as a Consultant at PricewaterhouseCoopers in Los Angeles, where he specialized in tax services for high net worth families.
He earned his M.B.A. from the Marshall School of Business at the University of Southern California and studied finance at C.S.
Northridge.

Aktiva positioner av Sam Lee

Företag	Position	Start
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Portföljförvaltare-Aktier	2003-05-01

Alla aktiva positioner av Sam Lee

Tidigare kända positioner av Sam Lee

Företag	Position	Slut
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Företagsledare/Principal	-

Se detaljerna i Sam Lees erfarenhet

Sam Lees utbildningar

Erfarenheter
Innehade positioner

Aktiva

Inaktiva

Börsnoterade företag

Privata företag

Se detaljerna i Sam Lees erfarenhet

Relationer

Första gradens relationer

Företag kopplade till första graden

Man

Kvinna

Styrelseledamöter

Chefer

Se det personliga nätverket

Kopplade företag

Privata företag	4
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Commercial Services
California State University-Northridge California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Finance
USC Marshall School of Business USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services