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Profil
Lee Metzendorf worked as a Managing Director & Portfolio Manager at Griffin Asset Management, Inc. from 2012 to 2016.
Prior to that, he was a Senior Vice President at Fiduciary Trust Company International from 1992 to 2009.
He also worked as a Portfolio Manager at Lebenthal Asset Management LLC, Standard & Poor's Financial Services LLC, and Chemical Bank (Detroit, Michigan).
Mr. Metzendorf holds an MBA degree from The Trustees of Columbia University in The City of New York and an undergraduate degree from Williams College.
Anciens postes connus de Lee Metzendorf
| Sociétés | Poste | Fin |
|---|---|---|
Griffin Asset Management, Inc.
 Griffin Asset Management, Inc. Investment ManagersFinance Griffin builds a diversified portfolios combining their core and alternative investment strategies with fixed income, preferred stocks, and cash alternatives. The strategies are focused on generating risk adjusted returns and are suitable for different needs and risk tolerances. The firm invests in large and mid-cap dividend paying stocks that are conservatively financed and trading at a discount to their assessment of intrinsic value. Griffin utilizes a disciplined approach to stock selection and portfolio construction with a focus on growing dividends, low P/E multiples, and strong cash flows. | Analyst-Equity | 05/01/2016 |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Lebenthal Asset Management's (LAM) equity strategy focuses on a broad range of equity investment styles including growth, core, and value, as well as portfolios designed to be style-neutral. Some client accounts focus on specific ranges on the capitalization scale, from micro-cap through mega-cap. Others focus on investment opportunities in more than one capitalization category or across all capitalization levels. In addition, LAM manages client accounts that are global, multi-national, or focused on particular geographic regions or specific countries. LAM engages in a buy and hold investment strategy in which they buy securities and hold them for a relatively longer period of time, regardless of short-term factors such as market fluctuations or volatile stock prices. They employ a fundamental value strategy that seeks to invest in asset-oriented securities believed to be undervalued by the market. The firm engages in a global macro investing strategy that attempts to anticipate global macroeconomic events using discretionary selection, pre-determined mathematical trading models or a combination of both. LAM's capital growth investment strategy seeks to invest in securities of companies whose earnings are expected to grow at an above-average rate as compared to their specific industry or the overall market. LAM utilizes a variety of financial instruments such as derivatives, options, interest rate swaps, caps and floors, ETFs, futures and forward contracts for risk management purposes. They occasionally employ the use of leverage. The firm engages in various option trading investment strategies including writing covered calls, buying calls and buying naked puts. LAM also engages in short selling strategies as a form of hedging to offset potential declines in long positions in similar securities, to maintain flexibility and for profit. | Gestionnaire de Portefeuille-Actions | - |
Chemical Bank (Detroit, Michigan)
 Chemical Bank (Detroit, Michigan) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Corporate Officer/Principal | - |
Formation de Lee Metzendorf
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
73
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Finance |
Griffin Asset Management, Inc.
Griffin Asset Management, Inc. Investment ManagersFinance Griffin builds a diversified portfolios combining their core and alternative investment strategies with fixed income, preferred stocks, and cash alternatives. The strategies are focused on generating risk adjusted returns and are suitable for different needs and risk tolerances. The firm invests in large and mid-cap dividend paying stocks that are conservatively financed and trading at a discount to their assessment of intrinsic value. Griffin utilizes a disciplined approach to stock selection and portfolio construction with a focus on growing dividends, low P/E multiples, and strong cash flows. | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Lebenthal Asset Management's (LAM) equity strategy focuses on a broad range of equity investment styles including growth, core, and value, as well as portfolios designed to be style-neutral. Some client accounts focus on specific ranges on the capitalization scale, from micro-cap through mega-cap. Others focus on investment opportunities in more than one capitalization category or across all capitalization levels. In addition, LAM manages client accounts that are global, multi-national, or focused on particular geographic regions or specific countries. LAM engages in a buy and hold investment strategy in which they buy securities and hold them for a relatively longer period of time, regardless of short-term factors such as market fluctuations or volatile stock prices. They employ a fundamental value strategy that seeks to invest in asset-oriented securities believed to be undervalued by the market. The firm engages in a global macro investing strategy that attempts to anticipate global macroeconomic events using discretionary selection, pre-determined mathematical trading models or a combination of both. LAM's capital growth investment strategy seeks to invest in securities of companies whose earnings are expected to grow at an above-average rate as compared to their specific industry or the overall market. LAM utilizes a variety of financial instruments such as derivatives, options, interest rate swaps, caps and floors, ETFs, futures and forward contracts for risk management purposes. They occasionally employ the use of leverage. The firm engages in various option trading investment strategies including writing covered calls, buying calls and buying naked puts. LAM also engages in short selling strategies as a form of hedging to offset potential declines in long positions in similar securities, to maintain flexibility and for profit. | Finance |
Standard & Poor's Financial Services LLC
Standard & Poor's Financial Services LLC Investment ManagersFinance Provides financial market intelligence services | Finance |
Williams College
 Williams College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Chemical Bank (Detroit, Michigan)
Chemical Bank (Detroit, Michigan) Regional BanksFinance State chartered commercial bank | Finance |
