Olga Vladimirovna Lee
Analyst-Equity bij A. Montag & Associates, Inc.
Profiel
Ms. Olga V.
Lee, CFA MBA, is Portfolio Manager at A.
Montag & Associates, Inc. She manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis.
Prior to joining Montag in 2006, Ms. Lee spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.
Ms. Lee received a BS in Business Administration from Shorter College and an MBA from Georgia State University.
Actieve functies van Olga Vladimirovna Lee
Bedrijven | Functie | Begin |
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A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 01-01-2006 |
Eerdere bekende functies van Olga Vladimirovna Lee
Bedrijven | Functie | Einde |
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SUNTRUST BANKS | Corporate Officer/Principal | - |
Opleiding van Olga Vladimirovna Lee
Shorter College | Undergraduate Degree |
Georgia State University | Masters Business Admin |
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Bedrijven in privébezit | 2 |
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A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
SunTrust Banks, Inc.
SunTrust Banks, Inc. Regional BanksFinance SunTrust Banks, Inc. is a bank and financial holding company that engages in the provision of financial services. It offers deposit, credit, mortgage banking, trust and investment, asset management, securities brokerage, and capital market services. It operates through the following segments: Consumer, Wholesale, and Corporate Other. The Consumer segment consists of consumer banking, lending, wealth management, and mortgage banking services. The Wholesale segment relates to advisory, capital raising, and financial risk management; commercial and business banking, commercial real estate; as well as treasury and payment solutions. The Corporate Other segment covers management of the company's investment securities portfolio, long-term debt, end user derivative instruments, short-term liquidity and funding activities, balance sheet risk management, and most real estate assets. The company was founded in July 12, 1984 and is headquartered in Atlanta, GA. | Finance |