Charles O. Lee
Career history of Charles O. Lee
Former positions of Charles O. Lee
| Companies | Position | Start | End |
|---|---|---|---|
David Wendell Associates, Inc.
 David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Analyst-Equity | 03/04/2002 | 21/02/2006 |
| Portfolio Manager-Equities | 03/04/2002 | 21/02/2006 | |
| Portfolio Manager-Fixed Income | 03/04/2002 | 21/02/2006 | |
| President | 03/04/2002 | 21/02/2006 |
Statistics
International
| United States | 2 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
David Wendell Associates, Inc.
David Wendell Associates, Inc. Investment ManagersFinance David Wendell Associates, Inc. (DWA) is an independent, SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. The firm was founded by David T. Wendell in 1979. DWA fee-only services to individuals and families, trusts, retirement accounts, charitable organizations, businesses and banks. It also provides investment advisory consulting services to a bank trust department, a private trustee firm, two law firms and an investment advisory firm. | Finance |
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