Richard Lee
Portefeuillebeheerder-Aandelen bij 1832 Asset Management LP
Profiel
Mr. Richard J.
Lee is a Vice President & Portfolio Manager at 1832 Asset Management LP.
With over 18 years of financial advisory and investment experience, he has extensive knowledge covering public equities, private equities, and other alternative strategies.
Mr. Lee was previously Managing Director, Equity & Pension Investments at Scotiabank, overseeing over $10 billion of assets across both public and private markets.
He was also responsible for the asset allocation strategy for the Scotiabank Pension Plan.
Prior to this he was a member of the Scotiabank Group Treasury’s Equity Investment team where he expanded his responsibilities over the years to include Pension Investments.
He joined Scotiabank in 2007 as an equity research associate for Global Banking & Markets covering the Power & Energy Infrastructure sector.
He began his career at Deloitte as Chartered Accountant.
He has a Bachelor of Commerce from Queen’s University.
He holds the Chartered Financial Analyst (CFA) and Chartered Professional Accountant (CPA) designations.
Actieve functies van Richard Lee
Bedrijven | Functie | Begin |
---|---|---|
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Eerdere bekende functies van Richard Lee
Bedrijven | Functie | Einde |
---|---|---|
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Analyst-Equity | - |
Opleiding van Richard Lee
University of British Columbia | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Finance |
1832 Asset Management LP
1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Finance |