Profiel
Mr. William D.
Lee, CFA, is a Portfolio Manager at Ironwood Investment Counsel LLC.
He began his career in financial services in 2003.
Prior to joining Ironwood Investment Counsel, Mr. Lee was an Investment Advisor Representative for Lincoln Financial Advisors where he was responsible for personal financial planning and portfolio management.
He holds a Masters in Security Analysis and Portfolio Management from Creighton University and graduated Cum Laude from Arizona State University’s WP Carey School of Business with a Bachelor of Science in Finance.
He was awarded the Certified Financial Planner certification in 2009 and the Chartered Financial Analyst designation in 2014.
He is a member of CFA Institute.
Eerdere bekende functies van William Darrell Lee
| Bedrijven | Functie | Einde |
|---|---|---|
Ironwood Investment Counsel LLC
 Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Portefeuillebeheerder-Aandelen | 01-01-2021 |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | - |
Opleiding van William Darrell Lee
| Arizona State University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
