![Scott W. Lee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Lee was previously with the Welch Group.
Prior to joining The Welch Group in 1999, he was a Research Analyst for one of the nation's largest asset management firms specializing in no-load funds, Markman Capital Management.
He was also instrumental at that firm in creating one of the first 'fund-of-funds' mutual funds in the country.
Mr. Lee earned a BS, with high distinction, from the University of North Dakota; an MS, with highest distinction, from the University of Minnesota; and an MBA from the University of Minnesota (St. Thomas.)
Mr. Lee has been widely quoted on investment topics in both the local and national press, including The Wall Street Journal, Barron's, Morningstar, Business Week, Money, Kiplinger's, Investment Advisor, Smart Money, Investor's Business Daily, Mutual Funds magazine, Birmingham Business Journal, and Ignites.
He also previously co-hosted a regional radio show with Stewart H.
Welch, III.
Mr. Lee has served on several institutional advisory boards for various respected mutual fund and asset management firms around the country.
He also serves as a director and the Chief Investment Officer for one of the larger private family foundations in the nation.
Anciens postes connus de Scott W. Lee
| Sociétés | Poste | Fin |
|---|---|---|
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group utilizes a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement needs. Recommendations are based on the client’s needs, specific circumstances and goals. The firm's investment philosophy and process are designed by The Welch Group’s Investment Committee. | Directeur de Recherche - Fxd Inc | 31/07/2009 |
Formation de Scott W. Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group utilizes a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement needs. Recommendations are based on the client’s needs, specific circumstances and goals. The firm's investment philosophy and process are designed by The Welch Group’s Investment Committee. | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Dakota
 University of North Dakota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Finance |
