Terry Lee
Directeur Général chez Lee Financial Group Hawaii, Inc.
Profil
Mr. Terrence K.
Lee is a President & Chief Executive Officer at Lee Financial Group Hawaii, Inc. He established Lee Financial Group Hawaii, Inc. in 1988
Prior to founding Lee Financial Group, he worked as a financial consultant for Merrill Lynch.
He is a former NASD arbitrator and is a past president of the Hawaii chapter of the Securities Industry Association.
He has also served on the Easter Seals Hawaii Board of Directors and on the Leadership Council of the American Diabetes Association-Hawaii.
He is a graduate of Punahou School and received his BBA from the University of Hawaii College of Business.
Postes actifs de Terry Lee
| Sociétés | Poste | Début |
|---|---|---|
Lee Financial Group Hawaii, Inc.
 Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Directeur Général | 01/01/1988 |
Formation de Terry Lee
| University of Hawai'i at Hilo | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Lee Financial Group Hawaii, Inc.
Lee Financial Group Hawaii, Inc. Investment ManagersFinance Lee Financial Group Hawaii, Inc. (LFG) is an independent, SEC-registered investment advisor headquartered in Honolulu, Hawaii. The firm was founded by Terrence K.H. Lee in 1988 as Lee Financial Group, Inc. LFG provides portfolio management services to individuals, trusts, estates, high-net-worth individuals, corporations and other business entities, pension and profit-sharing accounts, charitable institutions, foundations, endowments, governments/municipalities, and a registered investment company. | Finance |