Dan Peters
Portfolio Manager-Equities at Lee Financial Co. LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Richie Lee | M | - |
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 49 years |
| Jason Romph | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 13 years |
| Shirley Ogden | F | 76 |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 31 years |
| Patricia Gamez Stoll | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 8 years |
| Doug Jones | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 18 years |
| Danny Boyce | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 25 years |
| Eric Smith | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 13 years |
| Bruce J. Walker | M | 79 |
University of Missouri
| 34 years |
| Marco Andres Rodriguez | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 2 years |
| Sarah Henze | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 14 years |
| Jacob Odom | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Zack Shafran | M | - |
University of Missouri
| 7 years |
| Kirby Don Jacobson | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 11 years |
| Jeff K. James | M | - |
University of Missouri
| 4 years |
| Jason Bradley Woods | M | 52 |
University of Missouri
| 7 years |
| Richard E. Wawrzyniak | M | - |
University of Missouri
| 7 years |
| Suwito Ng | M | 54 |
University of Missouri
| 5 years |
| Mark W. DeFoor | M | 53 |
University of Missouri
| 6 years |
| Christopher Cox | M | 59 |
University of Missouri
| 8 years |
| Nancy Dana Champion | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | - |
| Nancy Markelz Gatens | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | - |
| Chris Ollis | M | - |
University of Missouri
| 6 years |
| Abdulrahman Sulaiman Al-Turaigi | M | - |
University of Missouri
| 7 years |
| Mark Wendall Whidby | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 6 years |
| John L. Sheehan | M | - |
University of Missouri
| 7 years |
| Steven Purvis | M | 59 |
University of Missouri
| 8 years |
| Li Hong Cai | M | 60 |
University of Missouri
| 1 years |
| Brian Pawlowicz | M | - |
University of Missouri
| 4 years |
| Tom Arasi | M | - |
University of Missouri
| 4 years |
| Geoff Burger | M | - |
University of Missouri
| 3 years |
| Zaiful Ayu Ibrahim bin Ibrahim | M | 51 |
University of Missouri
| 4 years |
| Jyoti Lynch | F | 52 |
University of Missouri
| 4 years |
| Franklin Leonardo Matute | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 2 years |
| Dan Norman Ginsparg | M | - |
University of Missouri
| 2 years |
| Robin Henry Rodermund | F | - |
University of Missouri
| 5 years |
| Kyle Masoner | M | - |
University of Missouri
| 5 years |
| Annette Michelle Marshall | F | - |
University of Missouri
| 4 years |
| Christopher Sula | M | - |
University of Missouri
| 4 years |
| Laurie Kirby | F | - |
University of Missouri
| 2 years |
| Daniel Devers | M | 51 |
University of Missouri
| 4 years |
| Joel Crater | M | - |
University of Missouri
| 4 years |
| Eric S. Lovelace | M | - |
University of Missouri
| 4 years |
| Tim Butler | M | - |
University of Missouri
| 4 years |
| Dong-Phil Lee | M | 68 |
University of Missouri
| 3 years |
| Angeline Sutedja | F | 61 |
University of Missouri
| 2 years |
| Matthew Giljum | M | 52 |
University of Missouri
| 4 years |
| Chuck Cooper | M | - |
University of Missouri
| 4 years |
| John Brase | M | 56 |
University of Missouri
| 4 years |
| Teri Jones Heiland | M | - |
University of Missouri
| 3 years |
| Michael Short | M | 53 |
University of Missouri
| 4 years |
| Jeff Hargroves | M | 58 |
University of Missouri
| 4 years |
| Da Wu Wang | M | 78 |
University of Missouri
| 2 years |
| John M. Jennings | M | - |
University of Missouri
| 3 years |
| Andrew Michael Shenberg | M | - |
University of Missouri
| 14 years |
| Danielle Landewe | F | - |
University of Missouri
| 2 years |
| Scott Vollet | M | 60 |
University of Missouri
| 4 years |
| Michael Cosby | M | - |
University of Missouri
| 5 years |
| Mike Cukyne | M | - |
University of Missouri
| 4 years |
| Stanley Joseph Schultz | M | - |
University of Missouri
| 4 years |
| Darrell W. Cooksey | M | - |
University of Missouri
| 4 years |
| Thomas E. Leritz | M | - |
University of Missouri
| 4 years |
| James G. Sansone | M | - |
University of Missouri
| 3 years |
| C. B. Kuzlik | M | - |
University of Missouri
| 4 years |
| Andrew S. Rich | M | - |
University of Missouri
| 4 years |
| B. Derek Rose | M | - |
University of Missouri
| 4 years |
| Chris Kotowicz | M | - |
University of Missouri
| 5 years |
| Sean Foote | M | - |
University of Missouri
| 4 years |
| Chuck S. Barker | M | - |
University of Missouri
| 4 years |
| Linda Bannister | F | - |
University of Missouri
| 2 years |
| Brian Hansen | M | 56 |
University of Missouri
| 4 years |
| William Bousquette | M | - |
University of Missouri
| 3 years |
| Bryan T. Clark | M | - |
University of Missouri
| 4 years |
| Arthur Havener | M | 57 |
University of Missouri
| 4 years |
| Mike V. Johnson | M | - |
University of Missouri
| 4 years |
| Bill Courtney | M | - |
University of Missouri
| 4 years |
| Stephen Leon Covington | M | - |
University of Missouri
| 4 years |
| Michael Barr | M | 59 |
University of Missouri
| 4 years |
| Richard Lee Todaro | M | 51 |
University of Missouri
| 4 years |
| Jason Brent | M | - |
University of Missouri
| 5 years |
| William l. Cole | M | - |
University of Missouri
| 4 years |
| Allison M. Murdock | F | - |
University of Missouri
| 3 years |
| Laura K. Diersen | F | - |
University of Missouri
| 4 years |
| Daniel Henry | M | 58 |
University of Missouri
| 3 years |
| Andy Jones | M | - |
University of Missouri
| 4 years |
| Sharon Douthitt | F | - |
University of Missouri
| 4 years |
| Jeff Douthitt | M | - |
University of Missouri
| 4 years |
| Shahril bin Mokhtar | M | 53 |
University of Missouri
| 4 years |
| Seung-Han Baek | M | 71 |
University of Missouri
| 2 years |
| Yan Peter Wangkar | M | 63 |
University of Missouri
| 2 years |
| Kim K. Knoernschild | F | - |
University of Missouri
| 4 years |
| Fred Kielhorn | M | - |
University of Missouri
| 4 years |
| Jodi L. Layman | F | - |
University of Missouri
| 4 years |
| Larry Fausett | M | - |
University of Missouri
| 4 years |
| Don A. Yocham | M | - |
University of Missouri
| 4 years |
| Harjanto Tirtohadiguno | M | 62 |
University of Missouri
| 4 years |
| Jill M. Blanchard | F | 58 |
University of Missouri
| 4 years |
| D. Matt Hartwig | M | - |
University of Missouri
| 3 years |
| A. Sami Saribas | M | - |
University of Missouri
| 3 years |
| Robert Sanders | M | - |
University of Missouri
| 4 years |
| Laura Clark | F | - |
University of Missouri
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Dan Peters
- Personal Network
